KOC
Koss-Olinger Consulting’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
1,422
-177
| -11% | -$38.2K | 0.03% | 267 |
|
|
2025
Q1 | $319K | Buy |
+1,599
| New | +$319K | 0.03% | 252 |
|
|
2024
Q4 | – | Sell |
-922
| Closed | -$204K | – | 239 |
|
|
2024
Q3 | $204K | Buy |
+922
| New | +$204K | 0.02% | 258 |
|
|
2024
Q1 | – | Sell |
-1,519
| Closed | -$305K | – | 177 |
|
|
2023
Q4 | $305K | Buy |
+1,519
| New | +$305K | 0.03% | 236 |
|
|
2022
Q2 | – | Sell |
-1,194
| Closed | -$245K | – | 198 |
|
|
2022
Q1 | $245K | Sell |
1,194
-781
| -40% | -$160K | 0.04% | 161 |
|
|
2021
Q4 | $439K | Buy |
1,975
+800
| +68% | +$178K | 0.07% | 123 |
|
|
2021
Q3 | $257K | Sell |
1,175
-149
| -11% | -$32.6K | 0.04% | 189 |
|
|
2021
Q2 | $304K | Sell |
1,324
-385
| -23% | -$88.4K | 0.05% | 185 |
|
|
2021
Q1 | $378K | Buy |
+1,709
| New | +$378K | 0.06% | 156 |
|