Delta Financial 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
Q1 | $2.28M | Buy |
10,918
+261
| +2% | +$54.5K | 0.52% | 38 |
|
|
2024
Q4 | $2.36M | Buy |
+10,657
| New | +$2.36M | 0.55% | 35 |
|
|
2024
Q2 | – | Sell |
-11,082
| Closed | -$2.33M | – | 172 |
|
|
2024
Q1 | $2.33M | Buy |
11,082
+926
| +9% | +$195K | 0.69% | 25 |
|
|
2023
Q4 | $2.04M | Buy |
10,156
+251
| +3% | +$50.4K | 0.64% | 27 |
|
|
2023
Q3 | $1.75M | Buy |
+9,905
| New | +$1.75M | 0.6% | 29 |
|
|
2023
Q2 | – | Sell |
-8,575
| Closed | -$1.53M | – | 145 |
|
|
2023
Q1 | $1.53M | Buy |
8,575
+315
| +4% | +$56.2K | 0.6% | 27 |
|
|
2022
Q4 | $1.43M | Buy |
+8,260
| New | +$1.43M | 0.63% | 30 |
|