LHC
Little House Capital’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
1,858
-36
| -2% | -$7.77K | 0.1% | 107 |
|
|
2025
Q1 | $378K | Sell |
1,894
-60,485
| -97% | -$12.1M | 0.1% | 116 |
|
|
2024
Q4 | $13.8M | Sell |
62,379
-701
| -1% | -$155K | 3.94% | 5 |
|
|
2024
Q3 | $13.9M | Buy |
63,080
+2,063
| +3% | +$456K | 4% | 3 |
|
|
2024
Q2 | $12.4M | Sell |
61,017
-197
| -0.3% | -$40K | 3.87% | 3 |
|
|
2024
Q1 | $12.9M | Buy |
61,214
+2,687
| +5% | +$565K | 4.26% | 3 |
|
|
2023
Q4 | $11.7M | Sell |
58,527
-5,431
| -8% | -$1.09M | 4.28% | 3 |
|
|
2023
Q3 | $11.3M | Buy |
63,958
+2,764
| +5% | +$489K | 4.64% | 3 |
|
|
2023
Q2 | $11.5M | Buy |
61,194
+3,167
| +5% | +$593K | 4.87% | 3 |
|
|
2023
Q1 | $10.4M | Buy |
58,027
+14,512
| +33% | +$2.59M | 4.87% | 3 |
|
|
2022
Q4 | $7.59M | Buy |
43,515
+41,633
| +2,212% | +$7.26M | 3.75% | 6 |
|
|
2022
Q3 | $310K | Buy |
+1,882
| New | +$310K | 0.17% | 98 |
|
|
2022
Q2 | – | Sell |
-1,047
| Closed | -$215K | – | 131 |
|
|
2022
Q1 | $215K | Sell |
1,047
-467
| -31% | -$95.9K | 0.11% | 130 |
|
|
2021
Q4 | $337K | Buy |
1,514
+250
| +20% | +$55.6K | 0.18% | 114 |
|
|
2021
Q3 | $277K | Hold |
1,264
| – | – | 0.16% | 118 |
|
|
2021
Q2 | $290K | Sell |
1,264
-18,105
| -93% | -$4.15M | 0.16% | 121 |
|
|
2021
Q1 | $4.28M | Buy |
19,369
+17,856
| +1,180% | +$3.94M | 1.51% | 20 |
|
|
2020
Q4 | $296K | Buy |
+1,513
| New | +$296K | 0.22% | 86 |
|
|
2020
Q3 | – | Sell |
-1,483
| Closed | -$212K | – | 94 |
|
|
2020
Q2 | $212K | Buy |
+1,483
| New | +$212K | 0.2% | 86 |
|
|
2020
Q1 | – | Sell |
-1,671
| Closed | -$276K | – | 95 |
|
|
2019
Q4 | $276K | Buy |
+1,671
| New | +$276K | 0.24% | 81 |
|
|
2019
Q3 | – | Sell |
-1,370
| Closed | -$212 | – | 108 |
|
|
2019
Q2 | $212 | Hold |
1,370
| – | – | 0.14% | 100 |
|
|
2019
Q1 | $209K | Buy |
+1,370
| New | +$209K | 0.16% | 98 |
|