Nilsine Partners’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 | $607K | Sell |
2,813
-17,324
| -86% | -$3.74M | 0.06% | 241 |
|
2025
Q1 | $4.02M | Sell |
20,137
-224
| -1% | -$44.7K | 0.44% | 49 |
|
2024
Q4 | $4.5M | Buy |
20,361
+2,081
| +11% | +$460K | 0.48% | 48 |
|
2024
Q3 | $4.04M | Buy |
18,280
+16,329
| +837% | +$3.61M | 0.52% | 47 |
|
2024
Q2 | $396K | Hold |
1,951
| – | – | 0.05% | 244 |
|
2024
Q1 | $410K | Sell |
1,951
-4
| -0.2% | -$841 | 0.06% | 244 |
|
2023
Q4 | $392K | Buy |
1,955
+4
| +0.2% | +$803 | 0.06% | 238 |
|
2023
Q3 | $345K | Hold |
1,951
| – | – | 0.05% | 265 |
|
2023
Q2 | $365K | Hold |
1,951
| – | – | 0.05% | 271 |
|
2023
Q1 | $348K | Buy |
+1,951
| New | +$348K | 0.05% | 277 |
|