Stokes Family Office’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 | $324K | Hold |
1,502
| – | – | 0.03% | 193 |
|
|
2025
Q1 | $300K | Hold |
1,502
| – | – | 0.03% | 194 |
|
|
2024
Q4 | $332K | Buy |
1,502
+2
| +0.1% | +$442 | 0.04% | 194 |
|
|
2024
Q3 | $331K | Hold |
1,500
| – | – | 0.04% | 184 |
|
|
2024
Q2 | $304K | Hold |
1,500
| – | – | 0.04% | 187 |
|
|
2024
Q1 | $315K | Hold |
1,500
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $301K | Sell |
1,500
-42
| -3% | -$8.43K | 0.04% | 177 |
|
|
2023
Q3 | $273K | Hold |
1,542
| – | – | 0.03% | 260 |
|
|
2023
Q2 | $289K | Sell |
1,542
-513
| -25% | -$96.1K | 0.03% | 240 |
|
|
2023
Q1 | $367K | Buy |
2,055
+555
| +37% | +$99K | 0.05% | 201 |
|
|
2022
Q4 | $262K | Sell |
1,500
-550
| -27% | -$95.9K | 0.03% | 229 |
|
|
2022
Q3 | $338K | Buy |
+2,050
| New | +$338K | 0.05% | 191 |
|