Kadensa Capital’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 |
-79,277
| Closed | -$15.8M | – | 56 |
|
|
2025
Q1 | $15.8M | Buy |
79,277
+19,900
| +34% | +$3.97M | 1.96% | 21 |
|
|
2024
Q4 | $13.1M | Buy |
+59,377
| New | +$13.1M | 1.59% | 16 |
|
|
2024
Q3 | – | Sell |
-49,044
| Closed | -$9.95M | – | 38 |
|
|
2024
Q2 | $9.95M | Buy |
+49,044
| New | +$9.95M | 2.35% | 18 |
|
|
2024
Q1 | – | Sell |
-4,901
| Closed | -$984K | – | 40 |
|
|
2023
Q4 | $984K | Buy |
+4,901
| New | +$984K | 0.25% | 15 |
|