Lunt 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 | $1.34M | Buy |
6,194
+3,788
| +157% | +$817K | 0.51% | 39 |
|
|
2025
Q1 | $480K | Hold |
2,406
| – | – | 0.17% | 63 |
|
|
2024
Q4 | $532K | Buy |
2,406
+401
| +20% | +$88.6K | 0.21% | 57 |
|
|
2024
Q3 | $443K | Hold |
2,005
| – | – | 0.21% | 63 |
|
|
2024
Q2 | $407K | Buy |
2,005
+35
| +2% | +$7.1K | 0.2% | 63 |
|
|
2024
Q1 | $414K | Sell |
1,970
-99
| -5% | -$20.8K | 0.21% | 65 |
|
|
2023
Q4 | $415K | Buy |
+2,069
| New | +$415K | 0.22% | 66 |
|