Napatree Capital’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
Q1 | $1.46M | Buy |
7,295
+870
| +14% | +$174K | 0.82% | 33 |
|
|
2024
Q4 | $1.42M | Buy |
6,425
+1,578
| +33% | +$349K | 0.83% | 32 |
|
|
2024
Q3 | $1.07M | Buy |
4,847
+3,175
| +190% | +$701K | 0.75% | 33 |
|
|
2024
Q2 | $339K | Sell |
1,672
-87
| -5% | -$17.7K | 0.28% | 98 |
|
|
2024
Q1 | $345K | Sell |
1,759
-23
| -1% | -$4.51K | 0.33% | 89 |
|
|
2023
Q4 | $358K | Buy |
+1,782
| New | +$358K | 0.36% | 85 |
|