Hoese & Co’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 | $59.3K | Buy |
275
+225
| +450% | +$48.6K | 0.05% | 82 |
|
|
2025
Q1 | $9.97K | Hold |
50
| – | – | 0.01% | 121 |
|
|
2024
Q4 | $11K | Buy |
+50
| New | +$11K | 0.01% | 128 |
|
|
2022
Q4 | – | Sell |
-67
| Closed | -$11K | – | 187 |
|
|
2022
Q3 | $11K | Hold |
67
| – | – | 0.01% | 130 |
|
|
2022
Q2 | $11K | Hold |
67
| – | – | 0.01% | 134 |
|
|
2022
Q1 | $14K | Hold |
67
| – | – | 0.01% | 129 |
|
|
2021
Q4 | $15K | Hold |
67
| – | – | 0.01% | 126 |
|
|
2021
Q3 | $15K | Hold |
67
| – | – | 0.02% | 125 |
|
|
2021
Q2 | $15K | Buy |
+67
| New | +$15K | 0.02% | 131 |
|