Mill 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 | $50.6K | Sell |
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|
2025
Q2 | $46.4K | Hold |
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|
2025
Q1 | $42.9K | Sell |
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|
2024
Q4 | $80.7K | Buy |
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|
2024
Q3 | $80K | Hold |
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|
2024
Q2 | $73.4K | Hold |
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|
2024
Q1 | $76.1K | Sell |
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|
2023
Q4 | $213K | Hold |
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|
2023
Q3 | $187K | Buy |
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|
2023
Q2 | $138K | Buy |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $135K | Buy |
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|
2022
Q3 | $116K | Sell |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $250K | Buy |
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