McCarthy & Cox’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 | $516K | Sell |
2,389
-235
| -9% | -$50.7K | 0.14% | 39 |
|
|
2025
Q1 | $523K | Buy |
2,624
+134
| +5% | +$26.7K | 0.23% | 32 |
|
|
2024
Q4 | $550K | Sell |
2,490
-223
| -8% | -$49.3K | 0.19% | 33 |
|
|
2024
Q3 | $599K | Buy |
2,713
+227
| +9% | +$50.1K | 0.23% | 32 |
|
|
2024
Q2 | $504K | Buy |
2,486
+1
| +0% | +$203 | 0.19% | 30 |
|
|
2024
Q1 | $523K | Buy |
+2,485
| New | +$523K | 0.2% | 31 |
|