Clear Creek Financial Management’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 | $6.41M | Sell |
29,718
-1,722
| -5% | -$372K | 0.61% | 28 |
|
|
2025
Q1 | $6.27M | Sell |
31,440
-44,453
| -59% | -$8.87M | 0.65% | 32 |
|
|
2024
Q4 | $16.8M | Buy |
75,893
+47,065
| +163% | +$10.4M | 1.81% | 7 |
|
|
2024
Q3 | $6.37M | Buy |
28,828
+1,932
| +7% | +$427K | 0.72% | 30 |
|
|
2024
Q2 | $5.46M | Sell |
26,896
-441
| -2% | -$89.5K | 0.66% | 32 |
|
|
2024
Q1 | $5.75M | Sell |
27,337
-256
| -0.9% | -$53.8K | 0.74% | 31 |
|
|
2023
Q4 | $5.54M | Sell |
27,593
-5,417
| -16% | -$1.09M | 0.88% | 22 |
|
|
2023
Q3 | $5.84M | Buy |
33,010
+3,314
| +11% | +$586K | 1.02% | 18 |
|
|
2023
Q2 | $5.56M | Sell |
29,696
-3,535
| -11% | -$662K | 0.96% | 25 |
|
|
2023
Q1 | $5.93M | Buy |
33,231
+1,725
| +5% | +$308K | 1.13% | 17 |
|
|
2022
Q4 | $5.49M | Buy |
31,506
+447
| +1% | +$77.9K | 1.21% | 19 |
|
|
2022
Q3 | $5.12M | Buy |
31,059
+4,355
| +16% | +$718K | 1.13% | 19 |
|
|
2022
Q2 | $4.52M | Buy |
26,704
+4,852
| +22% | +$822K | 0.95% | 25 |
|
|
2022
Q1 | $4.47M | Sell |
21,852
-6,162
| -22% | -$1.26M | 0.7% | 32 |
|
|
2021
Q4 | $6.21M | Sell |
28,014
-13,106
| -32% | -$2.91M | 0.93% | 22 |
|
|
2021
Q3 | $8.96M | Buy |
41,120
+1,064
| +3% | +$232K | 1.44% | 13 |
|
|
2021
Q2 | $9.14M | Buy |
+40,056
| New | +$9.14M | 1.42% | 14 |
|
|
2021
Q1 | – | Sell |
-1,666
| Closed | -$301K | – | 152 |
|
|
2020
Q4 | $301K | Sell |
1,666
-44,723
| -96% | -$8.08M | 0.06% | 240 |
|
|
2020
Q3 | $6.95M | Buy |
46,389
+44,300
| +2,121% | +$6.64M | 0.32% | 45 |
|
|
2020
Q2 | $302K | Sell |
2,089
-37
| -2% | -$5.35K | 0.08% | 176 |
|
|
2020
Q1 | $255K | Buy |
+2,126
| New | +$255K | 0.1% | 132 |
|