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Lavaca Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Lavaca Capital’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,400
Closed -$2.04M – 177
2022
Q3 		$2.04M Hold
12,400
– – 1.15% 31
2022
Q2 		$2.1M Sell
12,400
-4,427
-26% -$816K 1.06% 31
2022
Q1 		$3.45M Buy
16,827
+7,100
+73% +$1.45M 1.48% 33
2021
Q4 		$2.16M Buy
+9,727
New +$2.2M 0.96% 35
2021
Q3 		– Hold
0
– – – 161
2021
Q2 		– Sell
-6,200
Closed -$1.39M – 168
2021
Q1 		$1.37M Buy
+6,200
New +$1.35M 0.79% 42
2020
Q4 		– Sell
-540,800
Closed -$94.6M – 116
2020
Q3 		$81M Buy
540,800
+265,800
+97% +$40M 37.2% 3
2020
Q2 		$39.4M Buy
275,000
+266,400
+3,098% +$35M 28.5% 2
2020
Q1 		$984K Buy
+8,600
New +$1.28M 1.16% 24

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