Clarkston Capital Partners’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 | $561K | Hold |
2,600
| – | – | 0.01% | 122 |
|
|
2025
Q1 | $519K | Sell |
2,600
-350
| -12% | -$69.8K | 0.01% | 118 |
|
|
2024
Q4 | $652K | Hold |
2,950
| – | – | 0.01% | 115 |
|
|
2024
Q3 | $652K | Hold |
2,950
| – | – | 0.01% | 113 |
|
|
2024
Q2 | $599K | Hold |
2,950
| – | – | 0.01% | 115 |
|
|
2024
Q1 | $620K | Hold |
2,950
| – | – | 0.01% | 112 |
|
|
2023
Q4 | $592K | Hold |
2,950
| – | – | 0.01% | 107 |
|
|
2023
Q3 | $521K | Hold |
2,950
| – | – | 0.01% | 114 |
|
|
2023
Q2 | $552K | Hold |
2,950
| – | – | 0.01% | 110 |
|
|
2023
Q1 | $526K | Hold |
2,950
| – | – | 0.01% | 112 |
|
|
2022
Q4 | $514K | Hold |
2,950
| – | – | 0.01% | 117 |
|
|
2022
Q3 | $487K | Hold |
2,950
| – | – | 0.01% | 122 |
|
|
2022
Q2 | $500K | Hold |
2,950
| – | – | 0.01% | 123 |
|
|
2022
Q1 | $606K | Buy |
2,950
+2,600
| +743% | +$534K | 0.01% | 123 |
|
|
2021
Q4 | $78K | Hold |
350
| – | – | ﹤0.01% | 165 |
|
|
2021
Q3 | $77K | Hold |
350
| – | – | ﹤0.01% | 155 |
|
|
2021
Q2 | $80K | Sell |
350
-250
| -42% | -$57.1K | ﹤0.01% | 155 |
|
|
2021
Q1 | $133K | Buy |
+600
| New | +$133K | ﹤0.01% | 150 |
|