Mill Creek Capital Advisors’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 | $6.36M | Sell |
29,459
-300
| -1% | -$64.7K | 0.14% | 47 |
|
|
2025
Q1 | $5.94M | Sell |
29,759
-481
| -2% | -$96K | 0.14% | 45 |
|
|
2024
Q4 | $6.68M | Buy |
30,240
+207
| +0.7% | +$45.7K | 0.16% | 44 |
|
|
2024
Q3 | $6.63M | Buy |
30,033
+960
| +3% | +$212K | 0.16% | 43 |
|
|
2024
Q2 | $5.9M | Sell |
29,073
-151
| -0.5% | -$30.6K | 0.15% | 47 |
|
|
2024
Q1 | $6.15M | Buy |
29,224
+37
| +0.1% | +$7.78K | 0.17% | 45 |
|
|
2023
Q4 | $5.86M | Buy |
29,187
+126
| +0.4% | +$25.3K | 0.17% | 45 |
|
|
2023
Q3 | $5.14M | Sell |
29,061
-800
| -3% | -$141K | 0.17% | 42 |
|
|
2023
Q2 | $5.59M | Sell |
29,861
-847
| -3% | -$159K | 0.18% | 41 |
|
|
2023
Q1 | $5.48M | Buy |
30,708
+11,318
| +58% | +$2.02M | 0.2% | 35 |
|
|
2022
Q4 | $3.38M | Buy |
+19,390
| New | +$3.38M | 0.14% | 44 |
|