Sierra Summit Advisors’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 | – | Sell |
-3,121
| Closed | -$623K | – | 198 |
|
|
2025
Q1 | $623K | Sell |
3,121
-56,848
| -95% | -$11.3M | 0.13% | 119 |
|
|
2024
Q4 | $13.3M | Sell |
59,969
-25,904
| -30% | -$5.72M | 2.66% | 10 |
|
|
2024
Q3 | $19M | Buy |
85,873
+31,694
| +58% | +$7M | 4.36% | 3 |
|
|
2024
Q2 | $11M | Sell |
54,179
-1,059
| -2% | -$215K | 2.73% | 9 |
|
|
2024
Q1 | $11.6M | Buy |
55,238
+53,706
| +3,506% | +$11.3M | 3.16% | 5 |
|
|
2023
Q4 | $307K | Buy |
+1,532
| New | +$307K | 0.09% | 132 |
|