Stephenson & Company’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 | $1.17M | Hold |
5,421
| – | – | 0.71% | 18 |
|
|
2025
Q1 | $1.08M | Buy |
5,421
+45
| +0.8% | +$8.98K | 0.7% | 18 |
|
|
2024
Q4 | $1.19M | Hold |
5,376
| – | – | 0.8% | 18 |
|
|
2024
Q3 | $1.19M | Sell |
5,376
-220
| -4% | -$48.6K | 0.8% | 18 |
|
|
2024
Q2 | $1.14M | Sell |
5,596
-26
| -0.5% | -$5.28K | 0.84% | 18 |
|
|
2024
Q1 | $1.18M | Buy |
5,622
+233
| +4% | +$49K | 0.86% | 18 |
|
|
2023
Q4 | $1.08M | Buy |
+5,389
| New | +$1.08M | 0.91% | 18 |
|