ORG 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 | $472K | Buy |
2,165
+750
| +53% | +$164K | 0.1% | 182 |
|
|
2025
Q1 | $282K | Buy |
1,415
+800
| +130% | +$160K | 0.07% | 220 |
|
|
2024
Q4 | $136K | Buy |
615
+55
| +10% | +$12.2K | 0.02% | 378 |
|
|
2024
Q3 | $124K | Buy |
560
+14
| +3% | +$3.1K | 0.02% | 351 |
|
|
2024
Q2 | $110K | Buy |
+546
| New | +$110K | 0.01% | 566 |
|
|
2024
Q1 | – | Sell |
-920
| Closed | -$185K | – | 811 |
|
|
2023
Q4 | $185K | Buy |
920
+306
| +50% | +$61.5K | 0.03% | 304 |
|
|
2023
Q3 | $109K | Sell |
614
-140
| -19% | -$24.7K | 0.03% | 389 |
|
|
2023
Q2 | $141K | Buy |
+754
| New | +$141K | 0.02% | 439 |
|