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Gratia Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Gratia Capital’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.6M Buy
+200,000
New +$51.6M 46.94% 1
2025
Q2 		– Sell
-125,000
Closed -$24.9M – 31
2025
Q1 		$24.9M Buy
+125,000
New +$27.1M 28.42% 1
2024
Q3 		– Sell
-50,000
Closed -$10.1M – 23
2024
Q2 		$10.1M Hold
50,000
– – 15.63% 3
2024
Q1 		$10.5M Hold
50,000
– – 18.07% 3
2023
Q4 		$10M Hold
50,000
– – 20.88% 1
2023
Q3 		$8.84M Buy
50,000
+10,000
+25% +$1.88M 11.9% 1
2023
Q2 		$7.49M Buy
+40,000
New +$7.13M 10.42% 3
2020
Q3 		– Sell
-60,000
Closed -$8.59M – 18
2020
Q2 		$8.59M Buy
+60,000
New +$7.87M 50.76% 1

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