Everett Harris & Co’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 | $232K | Hold |
1,074
| – | – | ﹤0.01% | 306 |
|
|
2025
Q1 | $214K | Sell |
1,074
-30
| -3% | -$5.99K | ﹤0.01% | 300 |
|
|
2024
Q4 | $244K | Hold |
1,104
| – | – | ﹤0.01% | 267 |
|
|
2024
Q3 | $244K | Sell |
1,104
-10
| -0.9% | -$2.21K | ﹤0.01% | 254 |
|
|
2024
Q2 | $226K | Sell |
1,114
-340
| -23% | -$69K | ﹤0.01% | 254 |
|
|
2024
Q1 | $306K | Buy |
1,454
+350
| +32% | +$73.6K | ﹤0.01% | 224 |
|
|
2023
Q4 | $222K | Buy |
+1,104
| New | +$222K | ﹤0.01% | 245 |
|
|
2023
Q3 | – | Sell |
-1,104
| Closed | -$207K | – | 257 |
|
|
2023
Q2 | $207K | Sell |
1,104
-112
| -9% | -$21K | ﹤0.01% | 244 |
|
|
2023
Q1 | $217K | Sell |
1,216
-150
| -11% | -$26.8K | ﹤0.01% | 240 |
|
|
2022
Q4 | $238K | Sell |
1,366
-85
| -6% | -$14.8K | ﹤0.01% | 234 |
|
|
2022
Q3 | $239K | Buy |
1,451
+122
| +9% | +$20.1K | ﹤0.01% | 229 |
|
|
2022
Q2 | $225K | Buy |
1,329
+137
| +11% | +$23.2K | ﹤0.01% | 246 |
|
|
2022
Q1 | $245K | Buy |
+1,192
| New | +$245K | ﹤0.01% | 246 |
|
|
2021
Q3 | – | Sell |
-886
| Closed | -$203K | – | 270 |
|
|
2021
Q2 | $203K | Buy |
+886
| New | +$203K | ﹤0.01% | 255 |
|