Samalin Investment Counsel’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 | $480K | Buy |
2,222
+34
| +2% | +$7.34K | 0.18% | 177 |
|
|
2025
Q1 | $437K | Sell |
2,188
-2,707
| -55% | -$540K | 0.18% | 177 |
|
|
2024
Q4 | $1.08M | Buy |
4,895
+2,598
| +113% | +$574K | 0.46% | 57 |
|
|
2024
Q3 | $507K | Buy |
2,297
+447
| +24% | +$98.7K | 0.22% | 150 |
|
|
2024
Q2 | $375K | Buy |
1,850
+161
| +10% | +$32.7K | 0.18% | 195 |
|
|
2024
Q1 | $355K | Buy |
1,689
+414
| +32% | +$87.1K | 0.17% | 196 |
|
|
2023
Q4 | $256K | Buy |
+1,275
| New | +$256K | 0.13% | 226 |
|
|
2022
Q4 | – | Sell |
-1,242
| Closed | -$205K | – | 259 |
|
|
2022
Q3 | $205K | Buy |
+1,242
| New | +$205K | 0.15% | 194 |
|
|
2020
Q4 | – | Sell |
-6,639
| Closed | -$995K | – | 229 |
|
|
2020
Q3 | $995K | Buy |
6,639
+3
| +0% | +$450 | 0.89% | 24 |
|
|
2020
Q2 | $950K | Buy |
+6,636
| New | +$950K | 1% | 23 |
|
|
2020
Q1 | – | Sell |
-241
| Closed | -$39K | – | 324 |
|
|
2019
Q4 | $39K | Buy |
+241
| New | +$39K | 0.03% | 308 |
|