Caldwell Sutter Capital’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
636
-89
| -12% | -$19.2K | 0.06% | 244 |
|
|
2025
Q1 | $145K | Buy |
725
+90
| +14% | +$18K | 0.07% | 235 |
|
|
2024
Q4 | $140K | Hold |
635
| – | – | 0.07% | 241 |
|
|
2024
Q3 | $140K | Buy |
635
+1
| +0.2% | +$221 | 0.07% | 246 |
|
|
2024
Q2 | $129K | Hold |
634
| – | – | 0.06% | 243 |
|
|
2024
Q1 | $133K | Buy |
634
+60
| +10% | +$12.6K | 0.06% | 245 |
|
|
2023
Q4 | $115K | Buy |
574
+1
| +0.2% | +$201 | 0.06% | 253 |
|
|
2023
Q3 | $101K | Hold |
573
| – | – | 0.06% | 254 |
|
|
2023
Q2 | $107K | Buy |
573
+396
| +224% | +$74.2K | 0.06% | 240 |
|
|
2023
Q1 | $31.6K | Buy |
177
+27
| +18% | +$4.82K | 0.02% | 297 |
|
|
2022
Q4 | $26.2K | Buy |
+150
| New | +$26.2K | 0.02% | 209 |
|