Silver Oak Securities’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 | $1.02M | Buy |
4,730
+3,458
| +272% | +$746K | 0.08% | 249 |
|
|
2025
Q1 | $255K | Buy |
1,272
+113
| +10% | +$22.7K | 0.02% | 545 |
|
|
2024
Q4 | $256K | Buy |
+1,159
| New | +$256K | 0.02% | 545 |
|
|
2024
Q2 | – | Sell |
-948
| Closed | -$199K | – | 509 |
|
|
2024
Q1 | $199K | Buy |
+948
| New | +$199K | 0.03% | 375 |
|
|
2023
Q1 | – | Sell |
-1,644
| Closed | -$287K | – | 405 |
|
|
2022
Q4 | $287K | Buy |
+1,644
| New | +$287K | 0.05% | 236 |
|