Callan 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
Q1 | $1.18M | Sell |
5,909
-197
| -3% | -$39.3K | 0.09% | 109 |
|
|
2024
Q4 | $1.35M | Buy |
6,106
+32
| +0.5% | +$7.07K | 0.1% | 87 |
|
|
2024
Q3 | $1.34M | Buy |
6,074
+265
| +5% | +$58.5K | 0.09% | 98 |
|
|
2024
Q2 | $1.18M | Buy |
5,809
+1,190
| +26% | +$241K | 0.1% | 102 |
|
|
2024
Q1 | $971K | Buy |
4,619
+11
| +0.2% | +$2.31K | 0.09% | 99 |
|
|
2023
Q4 | $925K | Sell |
4,608
-43
| -0.9% | -$8.63K | 0.09% | 94 |
|
|
2023
Q3 | $822K | Buy |
4,651
+80
| +2% | +$14.1K | 0.09% | 90 |
|
|
2023
Q2 | $856K | Buy |
+4,571
| New | +$856K | 0.09% | 84 |
|