New Harbor Financial Group’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 | – | Sell |
-1,292
| Closed | -$285K | – | 57 |
|
|
2024
Q4 | $285K | Buy |
+1,292
| New | +$285K | 0.08% | 38 |
|
|
2024
Q3 | – | Sell |
-70,352
| Closed | -$14.3M | – | 58 |
|
|
2024
Q2 | $14.3M | Buy |
70,352
+6,189
| +10% | +$1.26M | 4.3% | 7 |
|
|
2024
Q1 | $13.5M | Buy |
+64,163
| New | +$13.5M | 4.3% | 8 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$19K | – | 104 |
|
|
2013
Q2 | $19K | Buy |
+200
| New | +$19K | 0.03% | 55 |
|