LaSalle St. Investment Advisors’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 | $1.21M | Buy |
5,613
+1,203
| +27% | +$260K | 0.33% | 61 |
|
|
2025
Q1 | $879K | Buy |
4,410
+61
| +1% | +$12.2K | 0.21% | 89 |
|
|
2024
Q4 | $961K | Buy |
4,349
+421
| +11% | +$93K | 0.3% | 65 |
|
|
2024
Q3 | $867K | Buy |
3,928
+792
| +25% | +$175K | 0.34% | 54 |
|
|
2024
Q2 | $636K | Buy |
3,136
+688
| +28% | +$140K | 0.32% | 53 |
|
|
2024
Q1 | $491K | Hold |
2,448
| – | – | 0.28% | 61 |
|
|
2023
Q4 | $4.92M | Sell |
2,448
-2
| -0.1% | -$4.02K | 0.33% | 56 |
|
|
2023
Q3 | $433K | Buy |
2,450
+31
| +1% | +$5.48K | 0.21% | 65 |
|
|
2023
Q2 | $453K | Buy |
2,419
+5
| +0.2% | +$936 | 0.2% | 64 |
|
|
2023
Q1 | $430K | Buy |
2,414
+7
| +0.3% | +$1.25K | 0.19% | 68 |
|
|
2022
Q4 | $419K | Buy |
+2,407
| New | +$419K | 0.2% | 61 |
|