Cultivar Capital’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 | $691K | Buy |
3,203
+138
| +5% | +$29.8K | 0.5% | 14 |
|
|
2025
Q1 | $611K | Buy |
3,065
+29
| +1% | +$5.79K | 0.49% | 14 |
|
|
2024
Q4 | $671K | Buy |
3,036
+3
| +0.1% | +$663 | 0.59% | 13 |
|
|
2024
Q3 | $670K | Sell |
3,033
-15
| -0.5% | -$3.31K | 0.55% | 13 |
|
|
2024
Q2 | $618K | Buy |
3,048
+15
| +0.5% | +$3.04K | 0.52% | 14 |
|
|
2024
Q1 | $638K | Buy |
3,033
+43
| +1% | +$9.04K | 0.54% | 14 |
|
|
2023
Q4 | $600K | Buy |
+2,990
| New | +$600K | 0.53% | 15 |
|