Live Oak Investment Partners’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 | – | Hold |
0
| – | -$16.8K | – | 193 |
|
|
2024
Q4 | – | Hold |
0
| – | -$16.8K | – | 188 |
|
|
2024
Q3 | – | Hold |
0
| – | -$15.4K | – | 183 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 178 |
|
|
2023
Q4 | – | Hold |
0
| – | -$13.4K | – | 172 |
|
|
2023
Q3 | – | Hold |
0
| – | -$14.2K | – | 179 |
|
|
2023
Q2 | – | Hold |
0
| – | -$13.6K | – | 188 |
|
|
2023
Q1 | – | Hold |
0
| – | -$13.3K | – | 177 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 173 |
|