Seven Mile Advisory’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 | $712K | Hold |
3,300
| – | – | 0.43% | 37 |
|
|
2025
Q1 | $658K | Hold |
3,300
| – | – | 0.44% | 39 |
|
|
2024
Q4 | $729K | Hold |
3,300
| – | – | 0.47% | 31 |
|
|
2024
Q3 | $729K | Hold |
3,300
| – | – | 0.48% | 37 |
|
|
2024
Q2 | $670K | Hold |
3,300
| – | – | 0.49% | 38 |
|
|
2024
Q1 | $694K | Hold |
3,300
| – | – | 0.53% | 37 |
|
|
2023
Q4 | $662K | Hold |
3,300
| – | – | 0.57% | 34 |
|
|
2023
Q3 | $583K | Hold |
3,300
| – | – | 0.61% | 35 |
|
|
2023
Q2 | $618K | Buy |
+3,300
| New | +$618K | 0.72% | 30 |
|