Shelton Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $562K | Buy |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $556K | Sell |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $637K | Sell |
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|
2020
Q4 | $828K | Sell |
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|
2020
Q3 | $655K | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $1.56M | Sell |
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|
2019
Q3 | $1.44M | Sell |
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|
2019
Q2 | $1.7M | Buy |
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|
2019
Q1 | $11.1K | Sell |
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|
2018
Q4 | $1.27M | Sell |
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|
2018
Q3 | $2.5M | Buy |
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|
2018
Q2 | $1.61M | Buy |
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|
2018
Q1 | $1.45M | Sell |
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|
2017
Q4 | $1.63M | Sell |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $2.06M | Buy |
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|
2017
Q1 | $2M | Sell |
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|
2016
Q4 | $1.99M | Sell |
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|
2016
Q3 | $2.13M | Sell |
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|
2016
Q2 | $1.97M | Hold |
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|
2016
Q1 | $1.9M | Sell |
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|
2015
Q4 | $2.19M | Buy |
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|
2015
Q3 | $1.92M | Buy |
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|
2015
Q2 | $2.15M | Sell |
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|
2015
Q1 | $2.22M | Sell |
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|
2014
Q4 | $2.24M | Buy |
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|
2014
Q3 | $2.02M | Hold |
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|
2014
Q2 | $2.2M | Buy |
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|
2014
Q1 | $1.99M | Buy |
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|
2013
Q4 | $1.83M | Sell |
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|
2013
Q3 | $1.7M | Sell |
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|
2013
Q2 | $1.85M | Buy |
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