Ground Swell Capital’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 | $6.65M | Buy |
+30,823
| New | +$6.65M | 10.56% | 2 |
|
|
2024
Q4 | – | Sell |
-5,354
| Closed | -$1.18M | – | 198 |
|
|
2024
Q3 | $1.18M | Sell |
5,354
-117,511
| -96% | -$26M | 1.04% | 8 |
|
|
2024
Q2 | $24.9M | Buy |
122,865
+77,207
| +169% | +$15.7M | 19.29% | 1 |
|
|
2024
Q1 | $9.6M | Buy |
+45,658
| New | +$9.6M | 8.71% | 3 |
|
|
2023
Q2 | – | Sell |
-106,489
| Closed | -$19M | – | 75 |
|
|
2023
Q1 | $19M | Buy |
+106,489
| New | +$19M | 31.86% | 1 |
|
|
2014
Q3 | – | Sell |
-118,848
| Closed | -$14.1M | – | 2581 |
|
|
2014
Q2 | $14.1M | Buy |
+118,848
| New | +$14.1M | 27.4% | 1 |
|