Lindbrook Capital’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
Q1 | $7.04M | Sell |
35,285
-3,227
| -8% | -$644K | 0.65% | 24 |
|
|
2024
Q4 | $8.51M | Sell |
38,512
-835
| -2% | -$185K | 0.77% | 23 |
|
|
2024
Q3 | $8.69M | Sell |
39,347
-821
| -2% | -$181K | 0.77% | 24 |
|
|
2024
Q2 | $8.15M | Sell |
40,168
-6,191
| -13% | -$1.26M | 0.77% | 20 |
|
|
2024
Q1 | $9.75M | Sell |
46,359
-1,564
| -3% | -$329K | 0.91% | 18 |
|
|
2023
Q4 | $9.62M | Sell |
47,923
-388
| -0.8% | -$77.9K | 0.96% | 17 |
|
|
2023
Q3 | $8.54M | Sell |
48,311
-2,038
| -4% | -$360K | 0.96% | 15 |
|
|
2023
Q2 | $9.43M | Buy |
50,349
+5,569
| +12% | +$1.04M | 1% | 14 |
|
|
2023
Q1 | $7.99M | Buy |
44,780
+1,956
| +5% | +$349K | 0.94% | 15 |
|
|
2022
Q4 | $7.47M | Buy |
42,824
+4,809
| +13% | +$838K | 0.92% | 15 |
|
|
2022
Q3 | $6.27M | Sell |
38,015
-775
| -2% | -$128K | 1.06% | 14 |
|
|
2022
Q2 | $6.57M | Sell |
38,790
-55
| -0.1% | -$9.31K | 1.09% | 12 |
|
|
2022
Q1 | $7.97M | Buy |
38,845
+2,235
| +6% | +$459K | 1.23% | 14 |
|
|
2021
Q4 | $8.14M | Buy |
36,610
+28,342
| +343% | +$6.3M | 1.24% | 13 |
|
|
2021
Q3 | $1.81M | Sell |
8,268
-56
| -0.7% | -$12.3K | 0.47% | 26 |
|
|
2021
Q2 | $1.91M | Buy |
8,324
+256
| +3% | +$58.7K | 0.43% | 28 |
|
|
2021
Q1 | $1.78M | Hold |
8,068
| – | – | 0.4% | 29 |
|
|
2020
Q4 | $1.58M | Sell |
8,068
-105
| -1% | -$20.6K | 0.39% | 29 |
|
|
2020
Q3 | $1.22M | Sell |
8,173
-3,360
| -29% | -$503K | 0.34% | 32 |
|
|
2020
Q2 | $1.65M | Hold |
11,533
| – | – | 0.49% | 24 |
|
|
2020
Q1 | $1.32M | Sell |
11,533
-4,619
| -29% | -$529K | 0.5% | 24 |
|
|
2019
Q4 | $2.68M | Sell |
16,152
-181
| -1% | -$30K | 0.93% | 15 |
|
|
2019
Q3 | $2.47M | Hold |
16,333
| – | – | 0.93% | 15 |
|
|
2019
Q2 | $2.54M | Hold |
16,333
| – | – | 0.98% | 12 |
|
|
2019
Q1 | $2.5M | Sell |
16,333
-6,400
| -28% | -$980K | 1% | 12 |
|
|
2018
Q4 | $3.04M | Buy |
+22,733
| New | +$3.04M | 1.5% | 6 |
|