Latigo Investments’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 | $10.9M | Hold |
50,522
| – | – | 5.61% | 7 |
|
|
2025
Q1 | $10.1M | Hold |
50,522
| – | – | 5.37% | 7 |
|
|
2024
Q4 | $11.2M | Hold |
50,522
| – | – | 5.68% | 7 |
|
|
2024
Q3 | $11.2M | Buy |
50,522
+9,030
| +22% | +$1.99M | 5.45% | 7 |
|
|
2024
Q2 | $8.42M | Hold |
41,492
| – | – | 4.31% | 10 |
|
|
2024
Q1 | $8.73M | Hold |
41,492
| – | – | 4.47% | 10 |
|
|
2023
Q4 | $8.33M | Hold |
41,492
| – | – | 4.6% | 9 |
|
|
2023
Q3 | $7.33M | Hold |
41,492
| – | – | 4.46% | 9 |
|
|
2023
Q2 | $7.77M | Hold |
41,492
| – | – | 4.77% | 9 |
|
|
2023
Q1 | $7.4M | Hold |
41,492
| – | – | 5.32% | 7 |
|
|
2022
Q4 | $7.23M | Hold |
41,492
| – | – | 5.52% | 7 |
|
|
2022
Q3 | $6.84M | Hold |
41,492
| – | – | 5.76% | 7 |
|
|
2022
Q2 | $7.03M | Hold |
41,492
| – | – | 5.83% | 7 |
|
|
2022
Q1 | $8.52M | Hold |
41,492
| – | – | 5.92% | 7 |
|
|
2021
Q4 | $9.23M | Buy |
+41,492
| New | +$9.23M | 6.16% | 6 |
|