Interchange Capital Partners’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 | $317K | Sell |
1,467
-1,614
| -52% | -$348K | 0.07% | 210 |
|
|
2025
Q1 | $615K | Sell |
3,081
-147
| -5% | -$29.3K | 0.17% | 117 |
|
|
2024
Q4 | $713K | Buy |
3,228
+19
| +0.6% | +$4.2K | 0.26% | 101 |
|
|
2024
Q3 | $709K | Buy |
3,209
+691
| +27% | +$153K | 0.25% | 101 |
|
|
2024
Q2 | $511K | Buy |
+2,518
| New | +$511K | 0.19% | 133 |
|
|
2023
Q2 | – | Sell |
-1,278
| Closed | -$228K | – | 180 |
|
|
2023
Q1 | $228K | Buy |
+1,278
| New | +$228K | 0.12% | 179 |
|
|
2022
Q2 | – | Sell |
-1,124
| Closed | -$230K | – | 164 |
|
|
2022
Q1 | $230K | Buy |
1,124
+101
| +10% | +$20.7K | 0.24% | 139 |
|
|
2021
Q4 | $227K | Buy |
+1,023
| New | +$227K | 0.23% | 137 |
|
|
2021
Q2 | – | Sell |
-1,234
| Closed | -$272K | – | 156 |
|
|
2021
Q1 | $272K | Buy |
1,234
+2
| +0.2% | +$441 | 0.15% | 178 |
|
|
2020
Q4 | $241K | Buy |
+1,232
| New | +$241K | 0.13% | 181 |
|