Callan Family Office’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.1M | Buy |
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|
2025
Q2 | $11.1M | Sell |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $8.84M | Buy |
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|
2024
Q1 | $8.46M | Buy |
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|
2023
Q4 | $7.65M | Sell |
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|
2023
Q3 | $7.21M | Buy |
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|
2023
Q2 | $7.63M | Buy |
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|
2023
Q1 | $6.75M | Buy |
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|
2022
Q4 | $4.54M | Buy |
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