Smith Anglin Financial’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 | $598K | Buy |
2,772
+7
| +0.3% | +$1.51K | 0.05% | 111 |
|
|
2025
Q1 | $552K | Sell |
2,765
-355
| -11% | -$70.8K | 0.06% | 111 |
|
|
2024
Q4 | $689K | Buy |
3,120
+9
| +0.3% | +$1.99K | 0.06% | 97 |
|
|
2024
Q3 | $687K | Sell |
3,111
-162
| -5% | -$35.8K | 0.07% | 96 |
|
|
2024
Q2 | $664K | Buy |
3,273
+329
| +11% | +$66.7K | 0.07% | 87 |
|
|
2024
Q1 | $619K | Buy |
2,944
+181
| +7% | +$38.1K | 0.06% | 99 |
|
|
2023
Q4 | $555K | Buy |
2,763
+189
| +7% | +$37.9K | 0.06% | 96 |
|
|
2023
Q3 | $455K | Hold |
2,574
| – | – | 0.06% | 102 |
|
|
2023
Q2 | $482K | Sell |
2,574
-49
| -2% | -$9.18K | 0.06% | 96 |
|
|
2023
Q1 | $468K | Sell |
2,623
-141
| -5% | -$25.2K | 0.07% | 99 |
|
|
2022
Q4 | $482K | Buy |
2,764
+113
| +4% | +$19.7K | 0.09% | 82 |
|
|
2022
Q3 | $437K | Sell |
2,651
-2,558
| -49% | -$422K | 0.09% | 84 |
|
|
2022
Q2 | $882K | Sell |
5,209
-257
| -5% | -$43.5K | 0.26% | 48 |
|
|
2022
Q1 | $1.12M | Buy |
5,466
+2,569
| +89% | +$527K | 0.26% | 45 |
|
|
2021
Q4 | $644K | Buy |
2,897
+18
| +0.6% | +$4K | 0.11% | 76 |
|
|
2021
Q3 | $630K | Sell |
2,879
-83
| -3% | -$18.2K | 0.12% | 74 |
|
|
2021
Q2 | $679K | Buy |
2,962
+562
| +23% | +$129K | 0.13% | 71 |
|
|
2021
Q1 | $530K | Hold |
2,400
| – | – | 0.11% | 75 |
|
|
2020
Q4 | $471K | Buy |
+2,400
| New | +$471K | 0.08% | 77 |
|