L.M. Kohn & Company’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 | $1.65M | Sell |
7,625
-775
| -9% | -$167K | 0.44% | 38 |
|
|
2025
Q1 | $1.68M | Buy |
8,400
+1,735
| +26% | +$346K | 0.44% | 41 |
|
|
2024
Q4 | $1.47M | Buy |
6,665
+85
| +1% | +$18.8K | 0.38% | 48 |
|
|
2024
Q3 | $1.45M | Sell |
6,580
-118
| -2% | -$26.1K | 0.37% | 54 |
|
|
2024
Q2 | $1.36M | Sell |
6,698
-3,902
| -37% | -$792K | 0.37% | 52 |
|
|
2024
Q1 | $2.23M | Sell |
10,600
-96
| -0.9% | -$20.2K | 0.63% | 25 |
|
|
2023
Q4 | $2.15M | Buy |
10,696
+6,273
| +142% | +$1.26M | 0.69% | 23 |
|
|
2023
Q3 | $782K | Buy |
4,423
+66
| +2% | +$11.7K | 0.29% | 77 |
|
|
2023
Q2 | $816K | Buy |
4,357
+290
| +7% | +$54.3K | 0.31% | 78 |
|
|
2023
Q1 | $726K | Buy |
4,067
+301
| +8% | +$53.7K | 0.3% | 73 |
|
|
2022
Q4 | $657K | Buy |
3,766
+60
| +2% | +$10.5K | 0.31% | 77 |
|
|
2022
Q3 | $612K | Buy |
3,706
+1,387
| +60% | +$229K | 0.3% | 79 |
|
|
2022
Q2 | $393K | Hold |
2,319
| – | – | 0.18% | 140 |
|
|
2022
Q1 | $477K | Buy |
+2,319
| New | +$477K | 0.18% | 139 |
|