KLI
Kelman-Lazarov Inc’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Hold |
1,815
| – | – | 0.06% | 88 |
|
|
2025
Q1 | $362K | Buy |
+1,815
| New | +$362K | 0.07% | 86 |
|
|
2017
Q1 | – | Sell |
-1,148
| Closed | -$155K | – | 173 |
|
|
2016
Q4 | $155K | Hold |
1,148
| – | – | 0.09% | 113 |
|
|
2016
Q3 | $141K | Hold |
1,148
| – | – | 0.08% | 122 |
|
|
2016
Q2 | $132K | Hold |
1,148
| – | – | 0.08% | 129 |
|
|
2016
Q1 | $128K | Buy |
+1,148
| New | +$128K | 0.07% | 135 |
|