Schoolcraft Capital’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 | $2.33M | Sell |
10,785
-125
| -1% | -$27K | 0.47% | 30 |
|
2025
Q1 | $2.18M | Sell |
10,910
-20
| -0.2% | -$3.99K | 0.43% | 28 |
|
2024
Q4 | $2.42M | Sell |
10,930
-439
| -4% | -$97K | 0.5% | 27 |
|
2024
Q3 | $2.51M | Sell |
11,369
-112
| -1% | -$24.7K | 0.51% | 27 |
|
2024
Q2 | $2.33M | Buy |
11,481
+292
| +3% | +$59.2K | 0.5% | 27 |
|
2024
Q1 | $2.35M | Sell |
11,189
-42
| -0.4% | -$8.83K | 0.55% | 26 |
|
2023
Q4 | $2.25M | Sell |
11,231
-34
| -0.3% | -$6.82K | 0.57% | 26 |
|
2023
Q3 | $1.99M | Sell |
11,265
-153
| -1% | -$27K | 0.56% | 25 |
|
2023
Q2 | $2.14M | Sell |
11,418
-8,934
| -44% | -$1.67M | 0.59% | 24 |
|
2023
Q1 | $3.63M | Sell |
20,352
-136
| -0.7% | -$24.3K | 1.05% | 18 |
|
2022
Q4 | $3.57M | Sell |
20,488
-34
| -0.2% | -$5.93K | 1.1% | 17 |
|
2022
Q3 | $3.38M | Sell |
20,522
-26
| -0.1% | -$4.29K | 1.15% | 17 |
|
2022
Q2 | $3.48M | Sell |
20,548
-544
| -3% | -$92.1K | 1.11% | 17 |
|
2022
Q1 | $4.33M | Sell |
21,092
-154
| -0.7% | -$31.6K | 1.33% | 16 |
|
2021
Q4 | $4.73M | Sell |
21,246
-152
| -0.7% | -$33.8K | 1.43% | 15 |
|
2021
Q3 | $4.68M | Sell |
21,398
-68
| -0.3% | -$14.9K | 1.57% | 14 |
|
2021
Q2 | $4.92M | Sell |
21,466
-291
| -1% | -$66.7K | 1.78% | 13 |
|
2021
Q1 | $4.81M | Sell |
21,757
-2,248
| -9% | -$497K | 1.92% | 13 |
|
2020
Q4 | $4.71M | Buy |
24,005
+72
| +0.3% | +$14.1K | 1.97% | 13 |
|
2020
Q3 | $3.58M | Sell |
23,933
-837
| -3% | -$125K | 1.69% | 14 |
|
2020
Q2 | $3.55M | Buy |
24,770
+1,374
| +6% | +$197K | 1.76% | 13 |
|
2020
Q1 | $2.68M | Buy |
23,396
+8,265
| +55% | +$946K | 1.63% | 14 |
|
2019
Q4 | $2.51M | Buy |
15,131
+1,908
| +14% | +$316K | 1.28% | 17 |
|
2019
Q3 | $2M | Buy |
13,223
+1,784
| +16% | +$270K | 1.15% | 17 |
|
2019
Q2 | $1.78M | Buy |
11,439
+103
| +0.9% | +$16K | 1.06% | 17 |
|
2019
Q1 | $1.74M | Buy |
+11,336
| New | +$1.74M | 1.12% | 18 |
|