Verum Partners’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 | $926K | Buy |
4,289
+8
| +0.2% | +$1.73K | 0.21% | 65 |
|
|
2025
Q1 | $854K | Buy |
4,281
+5
| +0.1% | +$997 | 0.23% | 58 |
|
|
2024
Q4 | $945K | Sell |
4,276
-1
| -0% | -$221 | 0.27% | 59 |
|
|
2024
Q3 | $945K | Sell |
4,277
-423
| -9% | -$93.4K | 0.28% | 58 |
|
|
2024
Q2 | $954K | Sell |
4,700
-590
| -11% | -$120K | 0.31% | 54 |
|
|
2024
Q1 | $1.11M | Sell |
5,290
-445
| -8% | -$93.6K | 0.4% | 51 |
|
|
2023
Q4 | $1.15M | Sell |
5,735
-200
| -3% | -$40.1K | 0.46% | 49 |
|
|
2023
Q3 | $1.05M | Buy |
+5,935
| New | +$1.05M | 0.47% | 50 |
|