Narwhal 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 | $711K | Hold |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $605K | Hold |
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|
2023
Q1 | $576K | Hold |
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|
2022
Q4 | $563K | Hold |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $674K | Hold |
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|
2021
Q3 | $663K | Hold |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $32K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | $236K | Buy |
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