Roman Butler Fullerton & Co’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 |
-1,030
| Closed | -$233K | – | 237 |
|
|
2024
Q4 | $233K | Buy |
+1,030
| New | +$233K | 0.07% | 209 |
|
|
2023
Q1 | – | Sell |
-1,150
| Closed | -$215K | – | 199 |
|
|
2022
Q4 | $215K | Buy |
+1,150
| New | +$215K | 0.11% | 188 |
|
|
2022
Q1 | – | Sell |
-1,159
| Closed | -$258K | – | 208 |
|
|
2021
Q4 | $258K | Buy |
1,159
+220
| +23% | +$49K | 0.11% | 158 |
|
|
2021
Q3 | $211K | Sell |
939
-2,824
| -75% | -$635K | 0.1% | 182 |
|
|
2021
Q2 | $863K | Buy |
3,763
+832
| +28% | +$191K | 0.42% | 76 |
|
|
2021
Q1 | $657K | Buy |
2,931
+1,560
| +114% | +$350K | 0.33% | 94 |
|
|
2020
Q4 | $269K | Buy |
+1,371
| New | +$269K | 0.16% | 142 |
|