Sage 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
Q2 | $270K | Sell |
1,253
-11
| -0.9% | -$2.37K | 0.13% | 120 |
|
|
2025
Q1 | $252K | Buy |
1,264
+2
| +0.2% | +$399 | 0.14% | 119 |
|
|
2024
Q4 | $279K | Sell |
1,262
-20
| -2% | -$4.42K | 0.14% | 120 |
|
|
2024
Q3 | $283K | Sell |
1,282
-484
| -27% | -$107K | 0.14% | 122 |
|
|
2024
Q2 | $358K | Buy |
1,766
+3
| +0.2% | +$609 | 0.19% | 105 |
|
|
2024
Q1 | $371K | Buy |
1,763
+2
| +0.1% | +$421 | 0.2% | 103 |
|
|
2023
Q4 | $354K | Buy |
+1,761
| New | +$354K | 0.21% | 101 |
|