Copperwynd Financial’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 | $204K | Buy |
+946
| New | +$204K | 0.05% | 153 |
|
|
2025
Q1 | – | Sell |
-11,405
| Closed | -$2.52M | – | 150 |
|
|
2024
Q4 | $2.52M | Buy |
11,405
+10,235
| +875% | +$2.26M | 0.7% | 30 |
|
|
2024
Q3 | $258K | Buy |
1,170
+172
| +17% | +$38K | 0.08% | 120 |
|
|
2024
Q2 | $223K | Buy |
998
+18
| +2% | +$4.03K | 0.07% | 138 |
|
|
2024
Q1 | $206K | Buy |
+980
| New | +$206K | 0.07% | 136 |
|
|
2023
Q1 | – | Sell |
-8,009
| Closed | -$1.4M | – | 145 |
|
|
2022
Q4 | $1.4M | Buy |
+8,009
| New | +$1.4M | 0.78% | 30 |
|
|
2021
Q4 | – | Sell |
-14,814
| Closed | -$3.24M | – | 121 |
|
|
2021
Q3 | $3.24M | Buy |
14,814
+7,736
| +109% | +$1.69M | 1.34% | 13 |
|
|
2021
Q2 | $1.62M | Sell |
7,078
-30,850
| -81% | -$7.07M | 0.69% | 23 |
|
|
2021
Q1 | $8.38M | Buy |
+37,928
| New | +$8.38M | 3.77% | 7 |
|
|
2020
Q4 | – | Sell |
-13,174
| Closed | -$1.97M | – | 124 |
|
|
2020
Q3 | $1.97M | Buy |
+13,174
| New | +$1.97M | 1.05% | 16 |
|