Central Valley Advisors’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 | $646K | Sell |
2,995
-25
| -0.8% | -$5.4K | 0.22% | 74 |
|
|
2025
Q1 | $602K | Sell |
3,020
-105
| -3% | -$20.9K | 0.23% | 72 |
|
|
2024
Q4 | $691K | Sell |
3,125
-46,607
| -94% | -$10.3M | 0.31% | 66 |
|
|
2024
Q3 | $11M | Buy |
49,732
+2,591
| +5% | +$572K | 6.2% | 2 |
|
|
2024
Q2 | $9.67M | Buy |
47,141
+2,235
| +5% | +$459K | 4.13% | 3 |
|
|
2024
Q1 | $9.44M | Buy |
44,906
+3,639
| +9% | +$765K | 4.88% | 2 |
|
|
2023
Q4 | $8.28M | Buy |
+41,267
| New | +$8.28M | 4.87% | 3 |
|