Csenge Advisory Group’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 | $1.81M | Buy |
8,812
+2,332
| +36% | +$478K | 0.1% | 173 |
|
|
2025
Q1 | $1.21M | Buy |
6,480
+2,832
| +78% | +$528K | 0.07% | 224 |
|
|
2024
Q4 | $806K | Sell |
3,648
-1,541
| -30% | -$341K | 0.04% | 316 |
|
|
2024
Q3 | $1.15M | Buy |
5,189
+1,043
| +25% | +$231K | 0.06% | 239 |
|
|
2024
Q2 | $841K | Buy |
4,146
+98
| +2% | +$19.9K | 0.05% | 292 |
|
|
2024
Q1 | $851K | Buy |
4,048
+241
| +6% | +$50.7K | 0.05% | 296 |
|
|
2023
Q4 | $764K | Buy |
3,807
+362
| +11% | +$72.7K | 0.05% | 299 |
|
|
2023
Q3 | $609K | Buy |
3,445
+233
| +7% | +$41.2K | 0.04% | 323 |
|
|
2023
Q2 | $602K | Buy |
3,212
+374
| +13% | +$70K | 0.04% | 327 |
|
|
2023
Q1 | $506K | Sell |
2,838
-280
| -9% | -$50K | 0.04% | 343 |
|
|
2022
Q4 | $544K | Sell |
3,118
-2,916
| -48% | -$508K | 0.04% | 327 |
|
|
2022
Q3 | $995K | Sell |
6,034
-8,000
| -57% | -$1.32M | 0.08% | 202 |
|
|
2022
Q2 | $2.38M | Sell |
14,034
-3,713
| -21% | -$629K | 0.2% | 101 |
|
|
2022
Q1 | $3.64M | Sell |
17,747
-4,206
| -19% | -$863K | 0.29% | 66 |
|
|
2021
Q4 | $5.08M | Sell |
21,953
-1,150
| -5% | -$266K | 0.45% | 44 |
|
|
2021
Q3 | $5.14M | Buy |
23,103
+1,150
| +5% | +$256K | 0.43% | 49 |
|
|
2021
Q2 | $5.08M | Buy |
21,953
+13,186
| +150% | +$3.05M | 0.45% | 44 |
|
|
2021
Q1 | $1.95M | Buy |
8,767
+6,899
| +369% | +$1.54M | 0.2% | 88 |
|
|
2020
Q4 | $366K | Sell |
1,868
-242
| -11% | -$47.4K | 0.04% | 287 |
|
|
2020
Q3 | $330K | Sell |
2,110
-794
| -27% | -$124K | 0.05% | 284 |
|
|
2020
Q2 | $416K | Buy |
+2,904
| New | +$416K | 0.06% | 226 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$3K | – | 819 |
|
|
2018
Q3 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 690 |
|