Delta Investment Management’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 | – | Sell |
-5,568
| Closed | -$1.23M | – | 257 |
|
|
2024
Q4 | $1.23M | Sell |
5,568
-3,869
| -41% | -$855K | 0.24% | 69 |
|
|
2024
Q3 | $2.08M | Buy |
+9,437
| New | +$2.08M | 0.42% | 44 |
|
|
2021
Q3 | – | Sell |
-34,081
| Closed | -$7.82M | – | 182 |
|
|
2021
Q2 | $7.82M | Buy |
34,081
+2,319
| +7% | +$532K | 2.32% | 10 |
|
|
2021
Q1 | $7.02M | Buy |
+31,762
| New | +$7.02M | 2.23% | 10 |
|