GLOBALT Investments’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 | $56.9M | Sell |
263,655
-14,507
| -5% | -$3.13M | 2.18% | 10 |
|
|
2025
Q1 | $55.5M | Sell |
278,162
-2,519
| -0.9% | -$503K | 2.27% | 10 |
|
|
2024
Q4 | $62M | Sell |
280,681
-21,832
| -7% | -$4.82M | 2.37% | 9 |
|
|
2024
Q3 | $66.8M | Buy |
302,513
+4,089
| +1% | +$903K | 2.5% | 9 |
|
|
2024
Q2 | $60.5M | Buy |
298,424
+14,462
| +5% | +$2.93M | 2.42% | 10 |
|
|
2024
Q1 | $59.7M | Sell |
283,962
-4,285
| -1% | -$901K | 2.38% | 10 |
|
|
2023
Q4 | $57.9M | Buy |
+288,247
| New | +$57.9M | 2.41% | 12 |
|