LRI Investments’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 | $635K | Buy |
2,942
+652
| +28% | +$141K | 0.05% | 153 |
|
|
2025
Q1 | $457K | Buy |
2,290
+1,790
| +358% | +$357K | 0.04% | 176 |
|
|
2024
Q4 | $110K | Sell |
500
-3,114
| -86% | -$688K | 0.01% | 397 |
|
|
2024
Q3 | $838K | Buy |
3,614
+3,114
| +623% | +$722K | 0.08% | 103 |
|
|
2024
Q2 | $101K | Sell |
500
-37
| -7% | -$7.51K | 0.01% | 378 |
|
|
2024
Q1 | $113K | Buy |
+537
| New | +$113K | 0.03% | 187 |
|