Oliver Lagore Vanvalin Investment 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
Q2 | $598 | Buy |
+3
| New | +$598 | ﹤0.01% | 605 |
|
|
2024
Q4 | $26.3K | Buy |
119
+107
| +892% | +$23.6K | 0.01% | 327 |
|
|
2024
Q3 | $2.65K | Sell |
12
-2
| -14% | -$442 | ﹤0.01% | 556 |
|
|
2024
Q2 | $2.84K | Sell |
14
-21,295
| -100% | -$4.32M | ﹤0.01% | 563 |
|
|
2024
Q1 | $4.48M | Buy |
21,309
+21,066
| +8,669% | +$4.43M | 1.31% | 14 |
|
|
2023
Q4 | $48.8K | Sell |
243
-554
| -70% | -$111K | 0.02% | 215 |
|
|
2023
Q3 | $141K | Sell |
797
-58,848
| -99% | -$10.4M | 0.06% | 137 |
|
|
2023
Q2 | $11.2M | Buy |
59,645
+59,539
| +56,169% | +$11.1M | 4.09% | 6 |
|
|
2023
Q1 | $18.9K | Sell |
106
-1,415
| -93% | -$253K | 0.01% | 286 |
|
|
2022
Q4 | $265K | Sell |
1,521
-223
| -13% | -$38.9K | 0.15% | 70 |
|
|
2022
Q3 | $288K | Buy |
1,744
+431
| +33% | +$71.2K | 0.19% | 70 |
|
|
2022
Q2 | $222K | Buy |
1,313
+1,297
| +8,106% | +$219K | 0.13% | 85 |
|
|
2022
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 467 |
|