Elm Partners 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 |
-921
| Closed | -$204K | – | 67 |
|
|
2024
Q4 | $204K | Sell |
921
-16
| -2% | -$3.54K | 0.01% | 68 |
|
|
2024
Q3 | $207K | Buy |
+937
| New | +$207K | 0.01% | 59 |
|
|
2022
Q2 | – | Sell |
-544
| Closed | -$112K | – | 36 |
|
|
2022
Q1 | $112K | Buy |
+544
| New | +$112K | 0.01% | 35 |
|
|
2021
Q3 | – | Sell |
-544
| Closed | -$125K | – | 40 |
|
|
2021
Q2 | $125K | Hold |
544
| – | – | 0.02% | 37 |
|
|
2021
Q1 | $120K | Hold |
544
| – | – | 0.02% | 37 |
|
|
2020
Q4 | $107K | Buy |
+544
| New | +$107K | 0.02% | 37 |
|
|
2020
Q3 | – | Sell |
-7
| Closed | -$1K | – | 43 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 44 |
|
|
2020
Q1 | $1K | Sell |
7
-7,993
| -100% | -$1.14M | ﹤0.01% | 39 |
|
|
2019
Q4 | $1.21M | Hold |
8,000
| – | – | 0.27% | 32 |
|
|
2019
Q3 | $1.21M | Hold |
8,000
| – | – | 0.27% | 31 |
|
|
2019
Q2 | $1.24M | Buy |
+8,000
| New | +$1.24M | 0.28% | 33 |
|