HAM
Harmony Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
14,308
-220
| -2% | -$47.5K | 1.16% | 21 |
|
|
2025
Q1 | $2.9M | Sell |
14,528
-7
| -0% | -$1.4K | 1.22% | 20 |
|
|
2024
Q4 | $3.21M | Hold |
14,535
| – | – | 1.27% | 20 |
|
|
2024
Q3 | $3.21M | Buy |
14,535
+7,033
| +94% | +$1.55M | 1.18% | 23 |
|
|
2024
Q2 | $1.52M | Sell |
7,502
-1,381
| -16% | -$280K | 0.64% | 47 |
|
|
2024
Q1 | $1.87M | Sell |
8,883
-1,476
| -14% | -$310K | 0.77% | 39 |
|
|
2023
Q4 | $2.08M | Buy |
+10,359
| New | +$2.08M | 0.88% | 38 |
|