Childress Capital 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 | $1.48M | Hold |
6,836
| – | – | 0.37% | 44 |
|
|
2025
Q1 | $1.36M | Hold |
6,836
| – | – | 0.4% | 47 |
|
|
2024
Q4 | $1.51M | Sell |
6,836
-2,725
| -29% | -$602K | 0.42% | 38 |
|
|
2024
Q3 | $2.11M | Buy |
9,561
+1,225
| +15% | +$271K | 0.57% | 33 |
|
|
2024
Q2 | $1.69M | Sell |
8,336
-2,000
| -19% | -$406K | 0.48% | 35 |
|
|
2024
Q1 | $2.17M | Buy |
10,336
+1,003
| +11% | +$211K | 0.63% | 30 |
|
|
2023
Q4 | $1.87M | Hold |
9,333
| – | – | 0.56% | 34 |
|
|
2023
Q3 | $1.65M | Buy |
9,333
+3,007
| +48% | +$531K | 0.54% | 36 |
|
|
2023
Q2 | $1.18M | Hold |
6,326
| – | – | 0.5% | 35 |
|
|
2023
Q1 | $1.13M | Sell |
6,326
-510
| -7% | -$91K | 0.5% | 34 |
|
|
2022
Q4 | $1.19M | Hold |
6,836
| – | – | 0.4% | 46 |
|
|
2022
Q3 | $1.13M | Sell |
6,836
-497
| -7% | -$81.9K | 0.44% | 43 |
|
|
2022
Q2 | $1.24M | Hold |
7,333
| – | – | 0.49% | 37 |
|
|
2022
Q1 | $1.51M | Buy |
7,333
+497
| +7% | +$102K | 0.53% | 34 |
|
|
2021
Q4 | $1.52M | Hold |
6,836
| – | – | 0.63% | 34 |
|
|
2021
Q3 | $1.5M | Hold |
6,836
| – | – | 0.61% | 32 |
|
|
2021
Q2 | $1.57M | Hold |
6,836
| – | – | 0.71% | 27 |
|
|
2021
Q1 | $1.51M | Sell |
6,836
-404,595
| -98% | -$89.4M | 0.69% | 27 |
|
|
2020
Q4 | $18.6M | Buy |
+411,431
| New | +$18.6M | 10.87% | 2 |
|