Southern Capital Advisors’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 | $2.2M | Buy |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $942K | Buy |
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|
2023
Q4 | $820K | Buy |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $603K | Buy |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $691K | Buy |
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|
2021
Q4 | $482K | Buy |
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