Clayton Financial 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
Q2 | – | Sell |
-2,861
| Closed | -$571K | – | 65 |
|
|
2025
Q1 | $571K | Sell |
2,861
-86
| -3% | -$17.2K | 0.21% | 61 |
|
|
2024
Q4 | $651K | Sell |
2,947
-7
| -0.2% | -$1.55K | 0.23% | 59 |
|
|
2024
Q3 | $652K | Sell |
2,954
-140
| -5% | -$30.9K | 0.24% | 59 |
|
|
2024
Q2 | $651K | Buy |
3,094
+40
| +1% | +$8.41K | 0.28% | 55 |
|
|
2024
Q1 | $642K | Buy |
+3,054
| New | +$642K | 0.29% | 54 |
|