Canopy Partners’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 | $748K | Sell |
3,466
-78
| -2% | -$16.8K | 0.27% | 71 |
|
|
2025
Q1 | $707K | Sell |
3,544
-1,380
| -28% | -$275K | 0.28% | 76 |
|
|
2024
Q4 | $1.09M | Sell |
4,924
-577
| -10% | -$127K | 0.42% | 51 |
|
|
2024
Q3 | $1.22M | Sell |
5,501
-229
| -4% | -$50.6K | 0.52% | 35 |
|
|
2024
Q2 | $1.16M | Sell |
5,730
-452
| -7% | -$91.7K | 0.54% | 34 |
|
|
2024
Q1 | $1.3M | Sell |
6,182
-953
| -13% | -$200K | 0.64% | 32 |
|
|
2023
Q4 | $1.43M | Buy |
+7,135
| New | +$1.43M | 0.87% | 26 |
|