Coppell Advisory Solutions’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
Q1 | – | Sell |
-337
| Closed | -$74.4K | – | 1104 |
|
|
2024
Q4 | $74.4K | Hold |
337
| – | – | 0.01% | 488 |
|
|
2024
Q3 | $74.3K | Sell |
337
-63
| -16% | -$13.9K | 0.01% | 454 |
|
|
2024
Q2 | $81.2K | Buy |
+400
| New | +$81.2K | 0.01% | 400 |
|
|
2023
Q4 | $69.4K | Buy |
346
+254
| +276% | +$51K | 0.01% | 428 |
|
|
2023
Q3 | $16K | Sell |
92
-257
| -74% | -$44.8K | 0.01% | 527 |
|
|
2023
Q2 | $65K | Buy |
+349
| New | +$65K | 0.02% | 315 |
|
|
2023
Q1 | – | Sell |
-92
| Closed | -$16K | – | 656 |
|
|
2022
Q4 | $16K | Buy |
+92
| New | +$16K | 0.01% | 532 |
|
|
2020
Q4 | $38K | Buy |
+196
| New | +$38K | 0.02% | 155 |
|