Harvest Investment Advisors’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 | $8.89M | Sell |
41,220
-680
| -2% | -$147K | 5.72% | 3 |
|
|
2025
Q1 | $8.36M | Buy |
41,900
+1,583
| +4% | +$316K | 6.04% | 3 |
|
|
2024
Q4 | $8.91M | Buy |
40,317
+588
| +1% | +$130K | 6.16% | 3 |
|
|
2024
Q3 | $8.78M | Buy |
39,729
+2,859
| +8% | +$632K | 5.97% | 3 |
|
|
2024
Q2 | $7.48M | Buy |
36,870
+1,768
| +5% | +$359K | 5.52% | 3 |
|
|
2024
Q1 | $7.38M | Buy |
35,102
+2,843
| +9% | +$598K | 5.52% | 3 |
|
|
2023
Q4 | $6.47M | Buy |
32,259
+371
| +1% | +$74.5K | 5.2% | 3 |
|
|
2023
Q3 | $5.64M | Buy |
31,888
+323
| +1% | +$57.1K | 5.05% | 3 |
|
|
2023
Q2 | $5.91M | Buy |
31,565
+148
| +0.5% | +$27.7K | 5.06% | 3 |
|
|
2023
Q1 | $5.6M | Buy |
31,417
+803
| +3% | +$143K | 4.99% | 3 |
|
|
2022
Q4 | $5.34M | Buy |
+30,614
| New | +$5.34M | 5.01% | 3 |
|