LCM Capital Management’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 | $15M | Buy |
69,490
+375
| +0.5% | +$80.9K | 7.79% | 3 |
|
|
2025
Q1 | $13.8M | Buy |
69,115
+1,842
| +3% | +$367K | 8.1% | 3 |
|
|
2024
Q4 | $14.9M | Sell |
67,273
-455
| -0.7% | -$101K | 8.38% | 3 |
|
|
2024
Q3 | $15M | Buy |
67,728
+1,936
| +3% | +$428K | 8.61% | 3 |
|
|
2024
Q2 | $13.3M | Buy |
65,792
+938
| +1% | +$190K | 8.33% | 3 |
|
|
2024
Q1 | $13.6M | Buy |
64,854
+1,364
| +2% | +$287K | 8.81% | 3 |
|
|
2023
Q4 | $12.7M | Buy |
63,490
+2,105
| +3% | +$422K | 9.22% | 3 |
|
|
2023
Q3 | $10.8M | Buy |
61,385
+4,034
| +7% | +$713K | 8.85% | 3 |
|
|
2023
Q2 | $10.7M | Buy |
57,351
+1,390
| +2% | +$260K | 8.72% | 3 |
|
|
2023
Q1 | $9.98M | Buy |
55,961
+1,949
| +4% | +$348K | 8.72% | 3 |
|
|
2022
Q4 | $9.42M | Sell |
54,012
-88
| -0.2% | -$15.3K | 9.17% | 3 |
|
|
2022
Q3 | $8.92M | Buy |
54,100
+312
| +0.6% | +$51.5K | 9.42% | 3 |
|
|
2022
Q2 | $9.11M | Sell |
53,788
-342
| -0.6% | -$57.9K | 8.97% | 3 |
|
|
2022
Q1 | $11.1M | Buy |
54,130
+499
| +0.9% | +$102K | 8.96% | 3 |
|
|
2021
Q4 | $11.9M | Buy |
53,631
+270
| +0.5% | +$60.1K | 9.24% | 3 |
|
|
2021
Q3 | $11.7M | Sell |
53,361
-1,928
| -3% | -$422K | 9.87% | 3 |
|
|
2021
Q2 | $12.7M | Buy |
55,289
+145
| +0.3% | +$33.3K | 10.54% | 3 |
|
|
2021
Q1 | $12.2M | Sell |
55,144
-844
| -2% | -$186K | 10.9% | 3 |
|
|
2020
Q4 | $11M | Buy |
+55,988
| New | +$11M | 10.46% | 3 |
|