Stage Harbor 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 | $747K | Buy |
3,463
+204
| +6% | +$44K | 0.61% | 22 |
|
|
2025
Q1 | $650K | Hold |
3,259
| – | – | 0.55% | 24 |
|
|
2024
Q4 | $720K | Hold |
3,259
| – | – | 0.63% | 20 |
|
|
2024
Q3 | $721K | Hold |
3,259
| – | – | 0.66% | 20 |
|
|
2024
Q2 | $661K | Hold |
3,259
| – | – | 0.64% | 20 |
|
|
2024
Q1 | $685K | Hold |
3,259
| – | – | 0.62% | 22 |
|
|
2023
Q4 | $654K | Buy |
+3,259
| New | +$654K | 0.63% | 20 |
|