Callan Family Office’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 | $11.1M | Sell |
51,610
-5,296
| -9% | -$1.14M | 0.35% | 55 |
|
|
2025
Q1 | $11.4M | Buy |
56,906
+2,386
| +4% | +$476K | 0.85% | 22 |
|
|
2024
Q4 | $12M | Buy |
54,520
+3,874
| +8% | +$856K | 0.77% | 24 |
|
|
2024
Q3 | $11.2M | Buy |
50,646
+7,096
| +16% | +$1.57M | 1.88% | 13 |
|
|
2024
Q2 | $8.84M | Buy |
43,550
+3,330
| +8% | +$676K | 1.7% | 15 |
|
|
2024
Q1 | $8.46M | Buy |
40,220
+2,084
| +5% | +$438K | 1.98% | 10 |
|
|
2023
Q4 | $7.65M | Sell |
38,136
-2,636
| -6% | -$529K | 1.89% | 11 |
|
|
2023
Q3 | $7.21M | Buy |
40,772
+10
| +0% | +$1.77K | 1.92% | 11 |
|
|
2023
Q2 | $7.63M | Buy |
40,762
+2,910
| +8% | +$545K | 2.01% | 11 |
|
|
2023
Q1 | $6.75M | Buy |
37,852
+11,792
| +45% | +$2.1M | 1.64% | 12 |
|
|
2022
Q4 | $4.54M | Buy |
+26,060
| New | +$4.54M | 1.47% | 14 |
|