Riverwater 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
Q1 | – | Sell |
-2,766
| Closed | -$611K | – | 220 |
|
|
2024
Q4 | $611K | Sell |
2,766
-7,703
| -74% | -$1.7M | 0.3% | 92 |
|
|
2024
Q3 | $2.28M | Buy |
10,469
+7,721
| +281% | +$1.68M | 1.13% | 19 |
|
|
2024
Q2 | $558K | Buy |
2,748
+7
| +0.3% | +$1.42K | 0.41% | 69 |
|
|
2024
Q1 | $576K | Buy |
2,741
+7
| +0.3% | +$1.47K | 0.42% | 66 |
|
|
2023
Q4 | $549K | Buy |
+2,734
| New | +$549K | 0.43% | 67 |
|
|
2022
Q4 | – | Sell |
-7,448
| Closed | -$1.23M | – | 208 |
|
|
2022
Q3 | $1.23M | Buy |
+7,448
| New | +$1.23M | 1.23% | 9 |
|
|
2022
Q1 | – | Sell |
-1,834
| Closed | -$408K | – | 155 |
|
|
2021
Q4 | $408K | Buy |
+1,834
| New | +$408K | 0.36% | 95 |
|