Quarry Hill Advisors’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 | $250K | Hold |
1,160
| – | – | 0.15% | 45 |
|
|
2025
Q1 | $231K | Hold |
1,160
| – | – | 0.15% | 44 |
|
|
2024
Q4 | $256K | Hold |
1,160
| – | – | 0.17% | 43 |
|
|
2024
Q3 | $256K | Hold |
1,160
| – | – | 0.17% | 42 |
|
|
2024
Q2 | $235K | Hold |
1,160
| – | – | 0.16% | 42 |
|
|
2024
Q1 | $244K | Hold |
1,160
| – | – | 0.18% | 45 |
|
|
2023
Q4 | $233K | Hold |
1,160
| – | – | 0.19% | 41 |
|
|
2023
Q3 | $205K | Hold |
1,160
| – | – | 0.19% | 40 |
|
|
2023
Q2 | $217K | Hold |
1,160
| – | – | 0.2% | 38 |
|
|
2023
Q1 | $207K | Hold |
1,160
| – | – | 0.19% | 37 |
|
|
2022
Q4 | $202K | Buy |
+1,160
| New | +$202K | 0.2% | 39 |
|