Genesee Capital Advisors’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 | $2.4M | Sell |
11,142
-215
| -2% | -$46.4K | 1.08% | 22 |
|
|
2025
Q1 | $2.27M | Buy |
11,357
+620
| +6% | +$124K | 1.13% | 18 |
|
|
2024
Q4 | $2.37M | Sell |
10,737
-279
| -3% | -$61.6K | 1.1% | 20 |
|
|
2024
Q3 | $2.43M | Buy |
+11,016
| New | +$2.43M | 1.17% | 19 |
|
|
2021
Q3 | – | Sell |
-544
| Closed | -$125K | – | 131 |
|
|
2021
Q2 | $125K | Buy |
+544
| New | +$125K | 0.02% | 37 |
|