TBH Global Asset 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
Q1 | – | Sell |
-2,824
| Closed | -$624K | – | 191 |
|
|
2024
Q4 | $624K | Buy |
2,824
+161
| +6% | +$35.6K | 0.15% | 127 |
|
|
2024
Q3 | $588K | Buy |
2,663
+343
| +15% | +$75.8K | 0.13% | 144 |
|
|
2024
Q2 | $471K | Sell |
2,320
-1,596
| -41% | -$324K | 0.1% | 155 |
|
|
2024
Q1 | $824K | Buy |
3,916
+664
| +20% | +$140K | 0.16% | 97 |
|
|
2023
Q4 | $653K | Sell |
3,252
-873
| -21% | -$175K | 0.13% | 118 |
|
|
2023
Q3 | $729K | Sell |
4,125
-273
| -6% | -$48.3K | 0.14% | 117 |
|
|
2023
Q2 | $824K | Sell |
4,398
-643
| -13% | -$120K | 0.16% | 95 |
|
|
2023
Q1 | $899K | Buy |
5,041
+2,144
| +74% | +$383K | 0.19% | 88 |
|
|
2022
Q4 | $505K | Buy |
+2,897
| New | +$505K | 0.12% | 116 |
|
|
2022
Q2 | – | Sell |
-33,105
| Closed | -$6.8M | – | 168 |
|
|
2022
Q1 | $6.8M | Buy |
+33,105
| New | +$6.8M | 1.45% | 16 |
|
|
2020
Q1 | – | Sell |
-2,258
| Closed | -$374K | – | 159 |
|
|
2019
Q4 | $374K | Buy |
+2,258
| New | +$374K | 0.11% | 123 |
|