Capital Insight 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 | $227K | Hold |
1,050
| – | – | 0.04% | 158 |
|
|
2025
Q1 | $209K | Sell |
1,050
-75
| -7% | -$15K | 0.04% | 154 |
|
|
2024
Q4 | $249K | Hold |
1,125
| – | – | 0.04% | 148 |
|
|
2024
Q3 | $249K | Hold |
1,125
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $228K | Hold |
1,125
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $237K | Hold |
1,125
| – | – | 0.04% | 157 |
|
|
2023
Q4 | $226K | Buy |
+1,125
| New | +$226K | 0.05% | 157 |
|
|
2023
Q3 | – | Sell |
-1,125
| Closed | -$211K | – | 164 |
|
|
2023
Q2 | $211K | Hold |
1,125
| – | – | 0.05% | 165 |
|
|
2023
Q1 | $201K | Buy |
+1,125
| New | +$201K | 0.05% | 163 |
|
|
2022
Q3 | – | Sell |
-1,188
| Closed | -$201K | – | 150 |
|
|
2022
Q2 | $201K | Hold |
1,188
| – | – | 0.05% | 153 |
|
|
2022
Q1 | $244K | Sell |
1,188
-68
| -5% | -$14K | 0.05% | 156 |
|
|
2021
Q4 | $279K | Buy |
1,256
+43
| +4% | +$9.55K | 0.06% | 136 |
|
|
2021
Q3 | $265K | Sell |
1,213
-105
| -8% | -$22.9K | 0.06% | 140 |
|
|
2021
Q2 | $302K | Hold |
1,318
| – | – | 0.07% | 137 |
|
|
2021
Q1 | $291K | Hold |
1,318
| – | – | 0.07% | 134 |
|
|
2020
Q4 | $258K | Buy |
+1,318
| New | +$258K | 0.06% | 135 |
|