Strategic Advisors’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 | $370K | Sell |
1,714
-1,211
| -41% | -$261K | 0.07% | 134 |
|
|
2025
Q1 | $584K | Sell |
2,925
-2,434
| -45% | -$486K | 0.11% | 125 |
|
|
2024
Q4 | $1.18M | Buy |
5,359
+216
| +4% | +$47.7K | 0.21% | 89 |
|
|
2024
Q3 | $1.14M | Buy |
5,143
+720
| +16% | +$159K | 0.21% | 92 |
|
|
2024
Q2 | $897K | Buy |
4,423
+1,197
| +37% | +$243K | 0.17% | 105 |
|
|
2024
Q1 | $678K | Buy |
+3,226
| New | +$678K | 0.13% | 121 |
|