Capital Market Strategies’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 | $405K | Hold |
1,876
| – | – | 0.28% | 72 |
|
|
2025
Q1 | $374K | Sell |
1,876
-893
| -32% | -$178K | 0.25% | 80 |
|
|
2024
Q4 | $612K | Buy |
2,769
+426
| +18% | +$94.1K | 0.35% | 57 |
|
|
2024
Q3 | $518K | Buy |
2,343
+247
| +12% | +$54.6K | 0.31% | 63 |
|
|
2024
Q2 | $425K | Buy |
2,096
+100
| +5% | +$20.3K | 0.27% | 79 |
|
|
2024
Q1 | $420K | Buy |
1,996
+563
| +39% | +$118K | 0.32% | 73 |
|
|
2023
Q4 | $288K | Buy |
+1,433
| New | +$288K | 0.25% | 105 |
|