Stone House Investment Management’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 | $66.1K | Buy |
307
+1
| +0.3% | +$215 | 0.01% | 132 |
|
|
2025
Q1 | $61K | Buy |
+306
| New | +$61K | 0.01% | 133 |
|
|
2024
Q4 | – | Sell |
-304
| Closed | -$67.2K | – | 203 |
|
|
2024
Q3 | $67.2K | Buy |
304
+1
| +0.3% | +$221 | 0.01% | 100 |
|
|
2024
Q2 | $61.5K | Buy |
303
+1
| +0.3% | +$203 | 0.02% | 109 |
|
|
2024
Q1 | $63.5K | Buy |
302
+1
| +0.3% | +$210 | 0.01% | 109 |
|
|
2023
Q4 | $60.5K | Buy |
301
+2
| +0.7% | +$402 | 0.02% | 79 |
|
|
2023
Q3 | $52.8K | Hold |
299
| – | – | 0.02% | 80 |
|
|
2023
Q2 | $56K | Buy |
299
+1
| +0.3% | +$187 | 0.02% | 81 |
|
|
2023
Q1 | $53.2K | Buy |
+298
| New | +$53.2K | 0.02% | 90 |
|
|
2019
Q2 | – | Sell |
-283
| Closed | -$43K | – | 120 |
|
|
2019
Q1 | $43K | Buy |
+283
| New | +$43K | 0.02% | 99 |
|