Galvin Gaustad & Stein’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 | $247K | Hold |
1,145
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $228K | Hold |
1,145
| – | – | 0.02% | 169 |
|
|
2024
Q4 | $253K | Hold |
1,145
| – | – | 0.02% | 170 |
|
|
2024
Q3 | $253K | Hold |
1,145
| – | – | 0.02% | 163 |
|
|
2024
Q2 | $232K | Hold |
1,145
| – | – | 0.02% | 164 |
|
|
2024
Q1 | $241K | Buy |
+1,145
| New | +$241K | 0.02% | 165 |
|
|
2022
Q3 | – | Sell |
-1,341
| Closed | -$227K | – | 165 |
|
|
2022
Q2 | $227K | Buy |
1,341
+116
| +9% | +$19.6K | 0.02% | 155 |
|
|
2022
Q1 | $251K | Sell |
1,225
-418
| -25% | -$85.6K | 0.02% | 153 |
|
|
2021
Q4 | $366K | Buy |
1,643
+320
| +24% | +$71.3K | 0.03% | 140 |
|
|
2021
Q3 | $289K | Sell |
1,323
-15
| -1% | -$3.28K | 0.03% | 155 |
|
|
2021
Q2 | $307K | Buy |
1,338
+123
| +10% | +$28.2K | 0.03% | 162 |
|
|
2021
Q1 | $268K | Hold |
1,215
| – | – | 0.03% | 168 |
|
|
2020
Q4 | $238K | Buy |
+1,215
| New | +$238K | 0.03% | 173 |
|