Reynders McVeigh 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 |
-939
| Closed | -$207K | – | 198 |
|
2024
Q4 | $207K | Sell |
939
-100
| -10% | -$22K | 0.01% | 195 |
|
2024
Q3 | $230K | Buy |
+1,039
| New | +$230K | 0.01% | 193 |
|
2022
Q2 | – | Sell |
-1,085
| Closed | -$223K | – | 228 |
|
2022
Q1 | $223K | Sell |
1,085
-14
| -1% | -$2.88K | 0.01% | 213 |
|
2021
Q4 | $244K | Hold |
1,099
| – | – | 0.01% | 208 |
|
2021
Q3 | $240K | Buy |
+1,099
| New | +$240K | 0.01% | 207 |
|