SI
Saxon Interests’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Hold |
9,884
| – | – | 0.92% | 25 |
|
|
2025
Q1 | $1.97M | Sell |
9,884
-4,439
| -31% | -$886K | 0.92% | 25 |
|
|
2024
Q4 | $3.16M | Buy |
14,323
+2,605
| +22% | +$576K | 1.39% | 17 |
|
|
2024
Q3 | $2.59M | Sell |
11,718
-1,489
| -11% | -$329K | 1.18% | 20 |
|
|
2024
Q2 | $2.68M | Buy |
13,207
+571
| +5% | +$116K | 1.27% | 16 |
|
|
2024
Q1 | $2.66M | Buy |
12,636
+233
| +2% | +$49K | 1.27% | 17 |
|
|
2023
Q4 | $2.49M | Buy |
+12,403
| New | +$2.49M | 1.25% | 14 |
|
|
2023
Q3 | – | Sell |
-6,139
| Closed | -$1.15M | – | 126 |
|
|
2023
Q2 | $1.15M | Sell |
6,139
-3,365
| -35% | -$630K | 0.62% | 49 |
|
|
2023
Q1 | $1.7M | Sell |
9,504
-3,407
| -26% | -$608K | 0.96% | 25 |
|
|
2022
Q4 | $2.3M | Buy |
12,911
+6,009
| +87% | +$1.07M | 1.31% | 21 |
|
|
2022
Q3 | $1.21M | Sell |
6,902
-9
| -0.1% | -$1.57K | 0.74% | 32 |
|
|
2022
Q2 | $1.17M | Sell |
6,911
-98
| -1% | -$16.6K | 0.71% | 35 |
|
|
2022
Q1 | $1.44M | Buy |
7,009
+587
| +9% | +$121K | 0.77% | 36 |
|
|
2021
Q4 | $1.4M | Buy |
+6,422
| New | +$1.4M | 0.79% | 32 |
|