Shilanski & Associates’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 | $205K | Buy |
+951
| New | +$205K | 0.06% | 103 |
|
|
2025
Q1 | – | Sell |
-989
| Closed | -$219K | – | 107 |
|
|
2024
Q4 | $219K | Buy |
989
+38
| +4% | +$8.4K | 0.07% | 96 |
|
|
2024
Q3 | $210K | Buy |
+951
| New | +$210K | 0.07% | 96 |
|
|
2024
Q2 | – | Sell |
-974
| Closed | -$205K | – | 111 |
|
|
2024
Q1 | $205K | Buy |
+974
| New | +$205K | 0.07% | 99 |
|
|
2022
Q4 | – | Sell |
-1,737
| Closed | -$286K | – | 155 |
|
|
2022
Q3 | $286K | Buy |
+1,737
| New | +$286K | 0.1% | 104 |
|
|
2022
Q1 | – | Sell |
-974
| Closed | -$217K | – | 134 |
|
|
2021
Q4 | $217K | Hold |
974
| – | – | 0.09% | 105 |
|
|
2021
Q3 | $213K | Hold |
974
| – | – | 0.1% | 103 |
|
|
2021
Q2 | $223K | Buy |
974
+8
| +0.8% | +$1.83K | 0.11% | 96 |
|
|
2021
Q1 | $213K | Buy |
+966
| New | +$213K | 0.11% | 95 |
|