Creative Capital Management Investments’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 | $174K | Hold |
806
| – | – | 0.06% | 60 |
|
|
2025
Q1 | $161K | Sell |
806
-158
| -16% | -$31.5K | 0.06% | 57 |
|
|
2024
Q4 | $213K | Buy |
964
+664
| +221% | +$147K | 0.09% | 46 |
|
|
2024
Q3 | $66.3K | Hold |
300
| – | – | 0.03% | 87 |
|
|
2024
Q2 | $60.9K | Hold |
300
| – | – | 0.03% | 81 |
|
|
2024
Q1 | $63.1K | Hold |
300
| – | – | 0.03% | 77 |
|
|
2023
Q4 | $60.2K | Hold |
300
| – | – | 0.03% | 80 |
|
|
2023
Q3 | $53K | Hold |
300
| – | – | 0.04% | 84 |
|
|
2023
Q2 | $56.2K | Hold |
300
| – | – | 0.04% | 82 |
|
|
2023
Q1 | $53.5K | Buy |
+300
| New | +$53.5K | 0.04% | 96 |
|