Hill Island Financial’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 | – | Sell |
-18,799
| Closed | -$3.75M | – | 78 |
|
|
2025
Q1 | $3.75M | Sell |
18,799
-865
| -4% | -$173K | 1.1% | 14 |
|
|
2024
Q4 | $4.35M | Buy |
19,664
+61
| +0.3% | +$13.5K | 1.27% | 17 |
|
|
2024
Q3 | $4.33M | Buy |
19,603
+55
| +0.3% | +$12.1K | 1.31% | 13 |
|
|
2024
Q2 | $3.97M | Buy |
19,548
+55
| +0.3% | +$11.2K | 1.3% | 13 |
|
|
2024
Q1 | $4.1M | Sell |
19,493
-5,051
| -21% | -$1.06M | 1.35% | 13 |
|
|
2023
Q4 | $4.93M | Buy |
24,544
+907
| +4% | +$182K | 1.68% | 13 |
|
|
2023
Q3 | $4.18M | Hold |
23,637
| – | – | 1.66% | 13 |
|
|
2023
Q2 | $4.43M | Buy |
23,637
+62
| +0.3% | +$11.6K | 1.68% | 13 |
|
|
2023
Q1 | $4.05M | Buy |
23,575
+85
| +0.4% | +$14.6K | 1.63% | 13 |
|
|
2022
Q4 | $4.1M | Buy |
+23,490
| New | +$4.1M | 1.78% | 12 |
|