Greenwood Gearhart’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 | $34.8M | Buy |
161,281
+8,309
| +5% | +$1.79M | 2.17% | 17 |
|
|
2025
Q1 | $30.5M | Buy |
152,972
+13,300
| +10% | +$2.65M | 2.11% | 18 |
|
|
2024
Q4 | $30.9M | Buy |
139,672
+11,015
| +9% | +$2.43M | 2.13% | 16 |
|
|
2024
Q3 | $28.4M | Buy |
128,657
+44,763
| +53% | +$9.89M | 2.36% | 14 |
|
|
2024
Q2 | $17M | Buy |
83,894
+2,217
| +3% | +$450K | 1.61% | 22 |
|
|
2024
Q1 | $17.2M | Buy |
81,677
+11,474
| +16% | +$2.41M | 1.68% | 21 |
|
|
2023
Q4 | $14.1M | Buy |
+70,203
| New | +$14.1M | 1.5% | 23 |
|
|
2023
Q3 | – | Sell |
-1,376
| Closed | -$258K | – | 101 |
|
|
2023
Q2 | $258K | Buy |
1,376
+209
| +18% | +$39.1K | 0.03% | 91 |
|
|
2023
Q1 | $208K | Sell |
1,167
-330
| -22% | -$58.9K | 0.03% | 94 |
|
|
2022
Q4 | $261K | Sell |
1,497
-1,075
| -42% | -$187K | 0.04% | 89 |
|
|
2022
Q3 | $424K | Buy |
2,572
+445
| +21% | +$73.4K | 0.07% | 72 |
|
|
2022
Q2 | $360K | Hold |
2,127
| – | – | 0.06% | 74 |
|
|
2022
Q1 | $437K | Buy |
2,127
+355
| +20% | +$72.9K | 0.06% | 74 |
|
|
2021
Q4 | $394K | Buy |
1,772
+638
| +56% | +$142K | 0.05% | 77 |
|
|
2021
Q3 | $248K | Buy |
1,134
+10
| +0.9% | +$2.19K | 0.04% | 80 |
|
|
2021
Q2 | $258K | Sell |
1,124
-2
| -0.2% | -$459 | 0.04% | 77 |
|
|
2021
Q1 | $249K | Buy |
+1,126
| New | +$249K | 0.04% | 76 |
|
|
2018
Q4 | – | Sell |
-1,221
| Closed | -$206K | – | 66 |
|
|
2018
Q3 | $206K | Sell |
1,221
-362
| -23% | -$61.1K | 0.06% | 69 |
|
|
2018
Q2 | $259K | Buy |
1,583
+19
| +1% | +$3.11K | 0.08% | 64 |
|
|
2018
Q1 | $237K | Hold |
1,564
| – | – | 0.07% | 65 |
|
|
2017
Q4 | $238K | Buy |
+1,564
| New | +$238K | 0.08% | 58 |
|