Gryphon Financial Partners’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 | $2.61M | Buy |
12,083
+811
| +7% | +$175K | 0.34% | 45 |
|
|
2025
Q1 | $2.25M | Sell |
11,272
-22
| -0.2% | -$4.39K | 0.32% | 50 |
|
|
2024
Q4 | $2.5M | Buy |
11,294
+1,102
| +11% | +$244K | 0.36% | 43 |
|
|
2024
Q3 | $2.25M | Buy |
10,192
+1,250
| +14% | +$276K | 0.3% | 46 |
|
|
2024
Q2 | $1.81M | Buy |
8,942
+512
| +6% | +$104K | 0.27% | 50 |
|
|
2024
Q1 | $1.77M | Buy |
8,430
+1,266
| +18% | +$266K | 0.29% | 54 |
|
|
2023
Q4 | $1.44M | Buy |
+7,164
| New | +$1.44M | 0.25% | 55 |
|
|
2018
Q3 | – | Sell |
-750
| Closed | -$123K | – | 507 |
|
|
2018
Q2 | $123K | Hold |
750
| – | – | 0.06% | 112 |
|
|
2018
Q1 | $114K | Hold |
750
| – | – | 0.06% | 123 |
|
|
2017
Q4 | $114K | Buy |
+750
| New | +$114K | 0.06% | 128 |
|