Truvestments Capital’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 | $21.7K | Sell |
100
-578
| -85% | -$125K | ﹤0.01% | 524 |
|
|
2025
Q1 | $135K | Buy |
678
+97
| +17% | +$19.3K | 0.03% | 266 |
|
|
2024
Q4 | $128K | Hold |
581
| – | – | 0.03% | 261 |
|
|
2024
Q3 | $128K | Buy |
+581
| New | +$128K | 0.03% | 256 |
|
|
2024
Q2 | – | Sell |
-106
| Closed | -$22.3K | – | 460 |
|
|
2024
Q1 | $22.3K | Buy |
106
+34
| +47% | +$7.15K | 0.01% | 425 |
|
|
2023
Q4 | $14.5K | Hold |
72
| – | – | 0.01% | 485 |
|
|
2023
Q3 | $12.7K | Sell |
72
-12
| -14% | -$2.12K | 0.01% | 432 |
|
|
2023
Q2 | $15.7K | Sell |
84
-2
| -2% | -$375 | 0.01% | 407 |
|
|
2023
Q1 | $15.3K | Hold |
86
| – | – | 0.01% | 397 |
|
|
2022
Q4 | $15K | Sell |
86
-20
| -19% | -$3.49K | 0.01% | 416 |
|
|
2022
Q3 | $17K | Hold |
106
| – | – | 0.01% | 356 |
|
|
2022
Q2 | $18K | Buy |
+106
| New | +$18K | 0.01% | 348 |
|
|
2022
Q1 | – | Sell |
-106
| Closed | -$24K | – | 350 |
|
|
2021
Q4 | $24K | Sell |
106
-20
| -16% | -$4.53K | 0.01% | 328 |
|
|
2021
Q3 | $28K | Sell |
126
-11
| -8% | -$2.44K | 0.02% | 295 |
|
|
2021
Q2 | $31K | Buy |
137
+31
| +29% | +$7.02K | 0.02% | 286 |
|
|
2021
Q1 | $23K | Sell |
106
-28
| -21% | -$6.08K | 0.01% | 356 |
|
|
2020
Q4 | $25K | Buy |
134
+106
| +379% | +$19.8K | 0.02% | 333 |
|
|
2020
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 280 |
|
|
2020
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 475 |
|
|
2020
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 451 |
|
|
2019
Q4 | – | Sell |
-240
| Closed | -$36K | – | 358 |
|
|
2019
Q3 | $36K | Hold |
240
| – | – | 0.02% | 310 |
|
|
2019
Q2 | $37K | Hold |
240
| – | – | 0.02% | 326 |
|
|
2019
Q1 | $37K | Buy |
+240
| New | +$37K | 0.03% | 323 |
|
|
2018
Q3 | $125K | Buy |
+740
| New | +$125K | 0.06% | 224 |
|