Stuart Chaussee & Associates’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 | $12.9K | Hold |
60
| – | – | ﹤0.01% | 141 |
|
|
2025
Q1 | $12K | Hold |
60
| – | – | ﹤0.01% | 145 |
|
|
2024
Q4 | $13.3K | Hold |
60
| – | – | ﹤0.01% | 134 |
|
|
2024
Q3 | $13.3K | Hold |
60
| – | – | ﹤0.01% | 122 |
|
|
2024
Q2 | $12.2K | Hold |
60
| – | – | ﹤0.01% | 122 |
|
|
2024
Q1 | $12.6K | Hold |
60
| – | – | ﹤0.01% | 116 |
|
|
2023
Q4 | $12K | Buy |
+60
| New | +$12K | ﹤0.01% | 109 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$7K | – | 177 |
|
|
2021
Q4 | $7K | Hold |
30
| – | – | ﹤0.01% | 140 |
|
|
2021
Q3 | $7K | Hold |
30
| – | – | 0.01% | 119 |
|
|
2021
Q2 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 127 |
|
|
2017
Q1 | – | Sell |
-44,879
| Closed | -$6.05M | – | 81 |
|
|
2016
Q4 | $6.05M | Buy |
+44,879
| New | +$6.05M | 4.69% | 6 |
|
|
2016
Q1 | – | Sell |
-101
| Closed | -$11K | – | 87 |
|
|
2015
Q4 | $11K | Buy |
+101
| New | +$11K | 0.01% | 59 |
|