Catalina Capital Group’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
Q1 | – | Sell |
-1,143
| Closed | -$253K | – | 277 |
|
|
2024
Q4 | $253K | Sell |
1,143
-26
| -2% | -$5.75K | 0.08% | 246 |
|
|
2024
Q3 | $258K | Sell |
1,169
-18
| -2% | -$3.98K | 0.09% | 237 |
|
|
2024
Q2 | $241K | Sell |
1,187
-93
| -7% | -$18.9K | 0.09% | 226 |
|
|
2024
Q1 | $269K | Sell |
1,280
-620
| -33% | -$130K | 0.11% | 194 |
|
|
2023
Q4 | $381K | Buy |
+1,900
| New | +$381K | 0.26% | 72 |
|