Carlson Capital’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 | $863K | Buy |
+4,000
| New | +$863K | 0.36% | 19 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 236 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 231 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 249 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 275 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 294 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 275 |
|