CAM
Campion Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
15,966
+83
| +0.5% | +$17.9K | 2.59% | 11 |
|
|
2025
Q1 | $3.17M | Sell |
15,883
-222
| -1% | -$44.3K | 2.45% | 11 |
|
|
2024
Q4 | $3.56M | Sell |
16,105
-1,006
| -6% | -$222K | 2.69% | 10 |
|
|
2024
Q3 | $3.78M | Sell |
17,111
-564
| -3% | -$125K | 2.78% | 11 |
|
|
2024
Q2 | $3.59M | Sell |
17,675
-213
| -1% | -$43.2K | 2.82% | 10 |
|
|
2024
Q1 | $3.76M | Sell |
17,888
-114
| -0.6% | -$24K | 2.91% | 9 |
|
|
2023
Q4 | $3.61M | Sell |
18,002
-135
| -0.7% | -$27.1K | 3.06% | 9 |
|
|
2023
Q3 | $3.21M | Sell |
18,137
-65
| -0.4% | -$11.5K | 2.96% | 9 |
|
|
2023
Q2 | $3.41M | Sell |
18,202
-27
| -0.1% | -$5.06K | 3.04% | 10 |
|
|
2023
Q1 | $3.25M | Buy |
18,229
+80
| +0.4% | +$14.3K | 3.07% | 9 |
|
|
2022
Q4 | $3.16M | Sell |
18,149
-373
| -2% | -$65K | 3.11% | 9 |
|
|
2022
Q3 | $3.06M | Hold |
18,522
| – | – | 3.23% | 9 |
|
|
2022
Q2 | $3.14M | Sell |
18,522
-1,381
| -7% | -$234K | 3.1% | 10 |
|
|
2022
Q1 | $4.09M | Sell |
19,903
-278
| -1% | -$57.1K | 3.48% | 6 |
|
|
2021
Q4 | $4.49M | Sell |
20,181
-606
| -3% | -$135K | 3.72% | 6 |
|
|
2021
Q3 | $4.55M | Sell |
20,787
-2,293
| -10% | -$502K | 4.05% | 6 |
|
|
2021
Q2 | $5.29M | Sell |
23,080
-6,905
| -23% | -$1.58M | 4.4% | 6 |
|
|
2021
Q1 | $6.63M | Buy |
+29,985
| New | +$6.63M | 5.01% | 5 |
|