Gerber LLC’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 | $281K | Hold |
1,301
| – | – | 0.2% | 69 |
|
|
2025
Q1 | $260K | Hold |
1,301
| – | – | 0.22% | 71 |
|
|
2024
Q4 | $287K | Hold |
1,301
| – | – | 0.21% | 60 |
|
|
2024
Q3 | $287K | Hold |
1,301
| – | – | 0.21% | 66 |
|
|
2024
Q2 | $264K | Sell |
1,301
-533
| -29% | -$108K | 0.21% | 69 |
|
|
2024
Q1 | $386K | Hold |
1,834
| – | – | 0.32% | 54 |
|
|
2023
Q4 | $368K | Buy |
+1,834
| New | +$368K | 0.33% | 55 |
|