NWI Management’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 | – | Sell |
-5,000
| Closed | -$997K | – | 48 |
|
|
2025
Q1 | $997K | Buy |
+5,000
| New | +$997K | 0.13% | 37 |
|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$1.1M | – | 49 |
|
|
2024
Q3 | $1.1M | Hold |
5,000
| – | – | 0.03% | 34 |
|
|
2024
Q2 | $1.01M | Hold |
5,000
| – | – | 0.04% | 36 |
|
|
2024
Q1 | $1.05M | Hold |
5,000
| – | – | 0.03% | 42 |
|
|
2023
Q4 | $1M | Hold |
5,000
| – | – | 0.02% | 38 |
|
|
2023
Q3 | $884K | Hold |
5,000
| – | – | 0.04% | 42 |
|
|
2023
Q2 | $936K | Buy |
+5,000
| New | +$936K | 0.17% | 38 |
|
|
2017
Q1 | – | Sell |
-40,000
| Closed | -$5.39M | – | 32 |
|
|
2016
Q4 | $5.39M | Buy |
+40,000
| New | +$5.39M | 0.43% | 24 |
|