Collective Family Office’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 | $930K | Hold |
4,309
| – | – | 0.24% | 79 |
|
|
2025
Q1 | $860K | Sell |
4,309
-48
| -1% | -$9.58K | 0.23% | 79 |
|
|
2024
Q4 | $963K | Hold |
4,357
| – | – | 0.26% | 78 |
|
|
2024
Q3 | $962K | Hold |
4,357
| – | – | 0.26% | 74 |
|
|
2024
Q2 | $884K | Hold |
4,357
| – | – | 0.26% | 82 |
|
|
2024
Q1 | $916K | Hold |
4,357
| – | – | 0.3% | 75 |
|
|
2023
Q4 | $874K | Sell |
4,357
-2,193
| -33% | -$440K | 0.31% | 69 |
|
|
2023
Q3 | $1.16M | Buy |
6,550
+389
| +6% | +$68.8K | 0.45% | 52 |
|
|
2023
Q2 | $1.15M | Sell |
6,161
-942
| -13% | -$176K | 0.45% | 50 |
|
|
2023
Q1 | $1.27M | Buy |
7,103
+1,828
| +35% | +$326K | 0.52% | 51 |
|
|
2022
Q4 | $920K | Buy |
5,275
+564
| +12% | +$98.3K | 0.41% | 58 |
|
|
2022
Q3 | $777K | Sell |
4,711
-3,099
| -40% | -$511K | 0.39% | 68 |
|
|
2022
Q2 | $1.32M | Sell |
7,810
-129
| -2% | -$21.9K | 0.57% | 54 |
|
|
2022
Q1 | $1.63M | Hold |
7,939
| – | – | 0.62% | 49 |
|
|
2021
Q4 | $1.77M | Hold |
7,939
| – | – | 0.69% | 40 |
|
|
2021
Q3 | $1.74M | Hold |
7,939
| – | – | 0.75% | 35 |
|
|
2021
Q2 | $1.82M | Buy |
7,939
+714
| +10% | +$164K | 0.78% | 36 |
|
|
2021
Q1 | $1.6M | Buy |
7,225
+876
| +14% | +$194K | 0.78% | 38 |
|
|
2020
Q4 | $1.25M | Buy |
+6,349
| New | +$1.25M | 0.69% | 42 |
|