OCM
Objective Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
5,774
+239
| +4% | +$51.6K | 1.4% | 20 |
|
|
2025
Q1 | $1.1M | Sell |
5,535
-1,015
| -15% | -$202K | 1.41% | 20 |
|
|
2024
Q4 | $1.45M | Sell |
6,550
-4,135
| -39% | -$914K | 0.97% | 29 |
|
|
2024
Q3 | $2.36M | Buy |
+10,685
| New | +$2.36M | 1.39% | 20 |
|
|
2024
Q1 | $2.05M | Sell |
9,760
-1,256
| -11% | -$264K | 1.39% | 20 |
|
|
2023
Q4 | $2.21M | Buy |
11,016
+571
| +5% | +$115K | 1.69% | 17 |
|
|
2023
Q3 | $1.85M | Sell |
10,445
-164
| -2% | -$29K | 1.64% | 18 |
|
|
2023
Q2 | $1.99M | Sell |
10,609
-974
| -8% | -$182K | 1.74% | 17 |
|
|
2023
Q1 | $2.07M | Buy |
11,583
+679
| +6% | +$121K | 1.89% | 15 |
|
|
2022
Q4 | $1.9M | Buy |
10,904
+1,483
| +16% | +$259K | 1.89% | 16 |
|
|
2022
Q3 | $1.55M | Buy |
9,421
+170
| +2% | +$28K | 1.66% | 20 |
|
|
2022
Q2 | $1.57M | Buy |
9,251
+1,751
| +23% | +$297K | 1.58% | 21 |
|
|
2022
Q1 | $1.54M | Buy |
7,500
+855
| +13% | +$176K | 1.18% | 25 |
|
|
2021
Q4 | $1.48M | Buy |
+6,645
| New | +$1.48M | 1.05% | 26 |
|