Kopp 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
Q1 | – | Sell |
-33,955
| Closed | -$9.77M | – | 29 |
|
|
2024
Q4 | $9.77M | Hold |
33,955
| – | – | 6.19% | 9 |
|
|
2024
Q3 | $9.64M | Sell |
33,955
-54,950
| -62% | -$15.6M | 6.14% | 7 |
|
|
2024
Q2 | $23.3M | Sell |
88,905
-17,345
| -16% | -$4.55M | 14.48% | 2 |
|
|
2024
Q1 | $28.8M | Sell |
106,250
-7,205
| -6% | -$1.95M | 16.43% | 2 |
|
|
2023
Q4 | $28.6M | Sell |
113,455
-9,720
| -8% | -$2.45M | 16.71% | 2 |
|
|
2023
Q3 | $27.6M | Sell |
123,175
-20,800
| -14% | -$4.66M | 17.48% | 2 |
|
|
2023
Q2 | $34.9M | Sell |
143,975
-14,490
| -9% | -$3.52M | 18.76% | 1 |
|
|
2023
Q1 | $35.9M | Buy |
158,465
+12,065
| +8% | +$2.74M | 19.37% | 1 |
|
|
2022
Q4 | $31.4M | Buy |
+146,400
| New | +$31.4M | 18.9% | 1 |
|