CVA Family Office’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 | $202K | Hold |
935
| – | – | 0.03% | 290 |
|
|
2025
Q1 | $186K | Sell |
935
-118
| -11% | -$23.5K | 0.03% | 287 |
|
|
2024
Q4 | $233K | Buy |
1,053
+1
| +0.1% | +$221 | 0.04% | 249 |
|
|
2024
Q3 | $232K | Buy |
1,052
+1
| +0.1% | +$221 | 0.04% | 233 |
|
|
2024
Q2 | $213K | Buy |
1,051
+1
| +0.1% | +$203 | 0.04% | 229 |
|
|
2024
Q1 | $221K | Hold |
1,050
| – | – | 0.04% | 227 |
|
|
2023
Q4 | $211K | Sell |
1,050
-347
| -25% | -$69.6K | 0.04% | 230 |
|
|
2023
Q3 | $247K | Hold |
1,397
| – | – | 0.06% | 188 |
|
|
2023
Q2 | $262K | Hold |
1,397
| – | – | 0.05% | 184 |
|
|
2023
Q1 | $249K | Buy |
1,397
+1
| +0.1% | +$178 | 0.06% | 190 |
|
|
2022
Q4 | $243K | Buy |
1,396
+3
| +0.2% | +$523 | 0.06% | 175 |
|
|
2022
Q3 | $230K | Hold |
1,393
| – | – | 0.06% | 159 |
|
|
2022
Q2 | $236K | Buy |
1,393
+1
| +0.1% | +$169 | 0.06% | 153 |
|
|
2022
Q1 | $286K | Buy |
1,392
+1
| +0.1% | +$205 | 0.07% | 145 |
|
|
2021
Q4 | $310K | Buy |
1,391
+3
| +0.2% | +$669 | 0.08% | 131 |
|
|
2021
Q3 | $208K | Sell |
1,388
-2
| -0.1% | -$300 | 0.15% | 89 |
|
|
2021
Q2 | $319K | Buy |
1,390
+1
| +0.1% | +$229 | 0.09% | 121 |
|
|
2021
Q1 | $307K | Hold |
1,389
| – | – | 0.12% | 106 |
|
|
2020
Q4 | $272K | Buy |
1,389
+1
| +0.1% | +$196 | 0.17% | 89 |
|
|
2020
Q3 | $208K | Buy |
1,388
+1
| +0.1% | +$150 | 0.15% | 89 |
|
|
2020
Q2 | $199K | Buy |
1,387
+2
| +0.1% | +$287 | 0.16% | 84 |
|
|
2020
Q1 | $159K | Hold |
1,385
| – | – | 0.16% | 81 |
|
|
2019
Q4 | $229K | Buy |
+1,385
| New | +$229K | 0.21% | 72 |
|