Independent Family Office’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 | $8.28M | Hold |
38,388
| – | – | 3.84% | 8 |
|
|
2025
Q1 | $7.66M | Sell |
38,388
-23
| -0.1% | -$4.59K | 4.03% | 7 |
|
|
2024
Q4 | $8.49M | Sell |
38,411
-900
| -2% | -$199K | 4.41% | 6 |
|
|
2024
Q3 | $8.68M | Buy |
39,311
+3,537
| +10% | +$781K | 4.36% | 6 |
|
|
2024
Q2 | $7.26M | Sell |
35,774
-5,989
| -14% | -$1.21M | 4.14% | 6 |
|
|
2024
Q1 | $8.78M | Buy |
41,763
+1,788
| +4% | +$376K | 4.71% | 5 |
|
|
2023
Q4 | $8.02M | Sell |
39,975
-896
| -2% | -$180K | 4.54% | 5 |
|
|
2023
Q3 | $7.22M | Sell |
40,871
-80
| -0.2% | -$14.1K | 4.51% | 5 |
|
|
2023
Q2 | $7.67M | Sell |
40,951
-581
| -1% | -$109K | 4.65% | 6 |
|
|
2023
Q1 | $7.41M | Sell |
41,532
-500
| -1% | -$89.2K | 4.27% | 7 |
|
|
2022
Q4 | $7.33M | Sell |
42,032
-804
| -2% | -$140K | 4.4% | 6 |
|
|
2022
Q3 | $7.07M | Sell |
42,836
-1,219
| -3% | -$201K | 3.48% | 6 |
|
|
2022
Q2 | $7.46K | Sell |
44,055
-891
| -2% | -$151 | 3.68% | 4 |
|
|
2022
Q1 | $9.23M | Sell |
44,946
-39
| -0.1% | -$8.01K | 3.02% | 4 |
|
|
2021
Q4 | $10M | Buy |
44,985
+797
| +2% | +$177K | 3.78% | 4 |
|
|
2021
Q3 | $9.67M | Buy |
44,188
+78
| +0.2% | +$17.1K | 3.97% | 5 |
|
|
2021
Q2 | $10.1M | Sell |
44,110
-1,879
| -4% | -$431K | 3.95% | 5 |
|
|
2021
Q1 | $10.2M | Sell |
45,989
-11,795
| -20% | -$2.63M | 4.02% | 5 |
|
|
2020
Q4 | $11.3M | Sell |
57,784
-3,036
| -5% | -$595K | 4.73% | 3 |
|
|
2020
Q3 | $9.11M | Sell |
60,820
-205
| -0.3% | -$30.7K | 4.32% | 3 |
|
|
2020
Q2 | $8.74M | Buy |
61,025
+5,387
| +10% | +$771K | 4.53% | 3 |
|
|
2020
Q1 | $6.37M | Buy |
55,638
+9,662
| +21% | +$1.11M | 3.96% | 7 |
|
|
2019
Q4 | $7.62M | Buy |
+45,976
| New | +$7.62M | 4.78% | 4 |
|