Marquette Associates’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 | $532K | Buy |
2,463
+2,156
| +702% | +$465K | 0.52% | 18 |
|
|
2025
Q1 | $61.3K | Sell |
307
-37,528
| -99% | -$7.49M | 0.06% | 25 |
|
|
2024
Q4 | $8.36M | Buy |
37,835
+351
| +0.9% | +$77.6K | 6.93% | 5 |
|
|
2024
Q3 | $8.28M | Buy |
37,484
+127
| +0.3% | +$28.1K | 5.96% | 7 |
|
|
2024
Q2 | $7.58M | Sell |
37,357
-128
| -0.3% | -$26K | 5.71% | 8 |
|
|
2024
Q1 | $7.88M | Buy |
37,485
+28,941
| +339% | +$6.09M | 5.57% | 8 |
|
|
2023
Q4 | $7.5M | Buy |
+8,544
| New | +$7.5M | 7.54% | 5 |
|