Capitol 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 | $2.08M | Sell |
9,624
-563
| -6% | -$121K | 2.71% | 8 |
|
|
2025
Q1 | $2.03M | Sell |
10,187
-33,272
| -77% | -$6.64M | 2.88% | 8 |
|
|
2024
Q4 | $9.6M | Sell |
43,459
-1,581
| -4% | -$349K | 12.82% | 2 |
|
|
2024
Q3 | $9.95M | Buy |
45,040
+234
| +0.5% | +$51.7K | 12.32% | 2 |
|
|
2024
Q2 | $9.09M | Sell |
44,806
-2,154
| -5% | -$437K | 12.16% | 2 |
|
|
2024
Q1 | $9.88M | Buy |
46,960
+10,370
| +28% | +$2.18M | 12.78% | 2 |
|
|
2023
Q4 | $7.34M | Buy |
36,590
+377
| +1% | +$75.7K | 12.37% | 2 |
|
|
2023
Q3 | $6.4M | Buy |
+36,213
| New | +$6.4M | 12.05% | 2 |
|