SCM
Stordahl Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Sell |
23,520
-2,625
| -10% | -$566K | 1.13% | 15 |
|
|
2025
Q1 | $5.22M | Buy |
26,145
+23
| +0.1% | +$4.59K | 1.24% | 14 |
|
|
2024
Q4 | $5.77M | Sell |
26,122
-204
| -0.8% | -$45.1K | 1.37% | 14 |
|
|
2024
Q3 | $5.74M | Buy |
26,326
+738
| +3% | +$161K | 1.36% | 14 |
|
|
2024
Q2 | $5.19M | Sell |
25,588
-1,504
| -6% | -$305K | 1.3% | 14 |
|
|
2024
Q1 | $5.7M | Sell |
27,092
-492
| -2% | -$103K | 1.43% | 14 |
|
|
2023
Q4 | $5.54M | Buy |
27,584
+15
| +0.1% | +$3.01K | 1.51% | 14 |
|
|
2023
Q3 | $4.87M | Sell |
27,569
-216
| -0.8% | -$38.2K | 1.47% | 14 |
|
|
2023
Q2 | $5.2M | Buy |
27,785
+93
| +0.3% | +$17.4K | 1.5% | 14 |
|
|
2023
Q1 | $4.94M | Buy |
27,692
+179
| +0.7% | +$31.9K | 1.5% | 14 |
|
|
2022
Q4 | $4.8M | Sell |
27,513
-14
| -0.1% | -$2.44K | 1.57% | 14 |
|
|
2022
Q3 | $4.54M | Sell |
27,527
-463
| -2% | -$76.4K | 1.64% | 14 |
|
|
2022
Q2 | $4.74M | Buy |
27,990
+135
| +0.5% | +$22.9K | 1.8% | 13 |
|
|
2022
Q1 | $5.72M | Sell |
27,855
-93
| -0.3% | -$19.1K | 2.12% | 11 |
|
|
2021
Q4 | $6.22M | Sell |
27,948
-297
| -1% | -$66.1K | 2.31% | 11 |
|
|
2021
Q3 | $6.18M | Sell |
28,245
-80
| -0.3% | -$17.5K | 2.46% | 10 |
|
|
2021
Q2 | $6.5M | Sell |
28,325
-156
| -0.5% | -$35.8K | 2.63% | 10 |
|
|
2021
Q1 | $6.29M | Sell |
28,481
-722
| -2% | -$160K | 2.65% | 11 |
|
|
2020
Q4 | $5.73M | Sell |
29,203
-110
| -0.4% | -$21.6K | 2.6% | 10 |
|
|
2020
Q3 | $4.39M | Sell |
29,313
-79
| -0.3% | -$11.8K | 2.27% | 10 |
|
|
2020
Q2 | $4.21M | Sell |
29,392
-1,315
| -4% | -$188K | 2.34% | 10 |
|
|
2020
Q1 | $3.21M | Sell |
30,707
-430
| -1% | -$45K | 1.99% | 12 |
|
|
2019
Q4 | $5.16M | Sell |
31,137
-165
| -0.5% | -$27.3K | 2.09% | 13 |
|
|
2019
Q3 | $4.74M | Sell |
31,302
-1,539
| -5% | -$233K | 1.89% | 13 |
|
|
2019
Q2 | $5.1M | Buy |
32,841
+14
| +0% | +$2.17K | 1.98% | 13 |
|
|
2019
Q1 | $5.16M | Sell |
32,827
-248
| -0.7% | -$39K | 2.1% | 13 |
|
|
2018
Q4 | $4.43M | Sell |
33,075
-165
| -0.5% | -$22.1K | 2.17% | 13 |
|
|
2018
Q3 | $5.09M | Sell |
33,240
-1,383
| -4% | -$212K | 2.27% | 13 |
|
|
2018
Q2 | $5.67M | Sell |
34,623
-560
| -2% | -$91.7K | 2.55% | 13 |
|
|
2018
Q1 | $5.34M | Sell |
35,183
-444
| -1% | -$67.4K | 2.54% | 13 |
|
|
2017
Q4 | $5.43M | Buy |
+35,627
| New | +$5.43M | 2.58% | 13 |
|