Rappaport Reiches Capital 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
Q1 | – | Sell |
-944
| Closed | -$209K | – | 127 |
|
|
2024
Q4 | $209K | Buy |
+944
| New | +$209K | 0.05% | 103 |
|
|
2024
Q3 | – | Sell |
-1,045
| Closed | -$212K | – | 114 |
|
|
2024
Q2 | $212K | Buy |
+1,045
| New | +$212K | 0.06% | 90 |
|
|
2023
Q2 | – | Sell |
-1,406
| Closed | -$251K | – | 79 |
|
|
2023
Q1 | $251K | Hold |
1,406
| – | – | 0.11% | 69 |
|
|
2022
Q4 | $245K | Hold |
1,406
| – | – | 0.12% | 65 |
|
|
2022
Q3 | $232K | Sell |
1,406
-135
| -9% | -$22.3K | 0.12% | 65 |
|
|
2022
Q2 | $261K | Buy |
1,541
+55
| +4% | +$9.33K | 0.13% | 64 |
|
|
2022
Q1 | $306K | Buy |
1,486
+146
| +11% | +$30K | 0.16% | 57 |
|
|
2021
Q4 | $298K | Buy |
1,340
+251
| +23% | +$55.8K | 0.26% | 47 |
|
|
2021
Q3 | $238K | Hold |
1,089
| – | – | 0.24% | 49 |
|
|
2021
Q2 | $250K | Buy |
+1,089
| New | +$250K | 0.26% | 46 |
|