Seamount Financial Group’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 | $2.71M | Buy |
12,544
+1,719
| +16% | +$371K | 1.39% | 22 |
|
|
2025
Q1 | $2.16M | Buy |
10,825
+436
| +4% | +$87K | 1.47% | 23 |
|
|
2024
Q4 | $2.3M | Sell |
10,389
-174
| -2% | -$38.4K | 1.59% | 20 |
|
|
2024
Q3 | $2.33M | Buy |
10,563
+367
| +4% | +$81.1K | 1.75% | 20 |
|
|
2024
Q2 | $2.07M | Buy |
10,196
+460
| +5% | +$93.3K | 1.69% | 20 |
|
|
2024
Q1 | $2.05M | Buy |
9,736
+514
| +6% | +$108K | 1.79% | 21 |
|
|
2023
Q4 | $1.85M | Buy |
+9,222
| New | +$1.85M | 1.77% | 20 |
|