SAI
Systematic Alpha Investments’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63M | Hold |
40,006
| – | – | 0.31% | 54 |
|
|
2025
Q1 | $7.98M | Hold |
40,006
| – | – | 0.3% | 52 |
|
|
2024
Q4 | $8.84M | Buy |
+40,006
| New | +$8.84M | 0.33% | 51 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$1K | – | 358 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 234 |
|