McElhenny Sheffield Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Buy |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $526K | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $682K | Sell |
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|
2021
Q3 | $777K | Buy |
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