RPCA
Running Point Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
1,353
| – | – | 0.08% | 104 |
|
|
2025
Q1 | $270K | Hold |
1,353
| – | – | 0.09% | 101 |
|
|
2024
Q4 | $299K | Buy |
1,353
+1
| +0.1% | +$221 | 0.1% | 87 |
|
|
2024
Q3 | $299K | Buy |
1,352
+139
| +11% | +$30.7K | 0.12% | 79 |
|
|
2024
Q2 | $246K | Hold |
1,213
| – | – | 0.1% | 84 |
|
|
2024
Q1 | $255K | Sell |
1,213
-77
| -6% | -$16.2K | 0.11% | 84 |
|
|
2023
Q4 | $259K | Buy |
1,290
+29
| +2% | +$5.82K | 0.13% | 85 |
|
|
2023
Q3 | $223K | Hold |
1,261
| – | – | 0.13% | 86 |
|
|
2023
Q2 | $236K | Hold |
1,261
| – | – | 0.13% | 85 |
|
|
2023
Q1 | $225K | Hold |
1,261
| – | – | 0.14% | 88 |
|
|
2022
Q4 | $220K | Hold |
1,261
| – | – | 0.14% | 97 |
|
|
2022
Q3 | $208K | Sell |
1,261
-2,673
| -68% | -$441K | 0.14% | 91 |
|
|
2022
Q2 | $666K | Hold |
3,934
| – | – | 0.43% | 36 |
|
|
2022
Q1 | $808K | Buy |
3,934
+2,720
| +224% | +$559K | 0.47% | 35 |
|
|
2021
Q4 | $270K | Buy |
1,214
+1,213
| +121,300% | +$270K | 0.16% | 64 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 170 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 157 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 139 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 124 |
|