Romano Brothers & 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
Q2 | $279K | Hold |
1,293
| – | – | 0.03% | 276 |
|
2025
Q1 | $258K | Sell |
1,293
-158
| -11% | -$31.5K | 0.03% | 278 |
|
2024
Q4 | $321K | Sell |
1,451
-26
| -2% | -$5.75K | 0.04% | 253 |
|
2024
Q3 | $326K | Buy |
1,477
+75
| +5% | +$16.6K | 0.04% | 255 |
|
2024
Q2 | $284K | Buy |
1,402
+44
| +3% | +$8.93K | 0.04% | 260 |
|
2024
Q1 | $286K | Hold |
1,358
| – | – | 0.04% | 263 |
|
2023
Q4 | $273K | Sell |
1,358
-159
| -10% | -$31.9K | 0.04% | 262 |
|
2023
Q3 | $268K | Buy |
1,517
+6
| +0.4% | +$1.06K | 0.04% | 266 |
|
2023
Q2 | $283K | Buy |
1,511
+60
| +4% | +$11.2K | 0.04% | 263 |
|
2023
Q1 | $259K | Sell |
1,451
-65
| -4% | -$11.6K | 0.04% | 265 |
|
2022
Q4 | $264K | Buy |
1,516
+124
| +9% | +$21.6K | 0.04% | 269 |
|
2022
Q3 | $230K | Buy |
+1,392
| New | +$230K | 0.04% | 271 |
|