Verus Capital 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 | $1.32M | Sell |
6,111
-343
| -5% | -$74K | 0.11% | 121 |
|
|
2025
Q1 | $1.29M | Buy |
6,454
+2,597
| +67% | +$518K | 0.12% | 118 |
|
|
2024
Q4 | $852K | Buy |
3,857
+749
| +24% | +$165K | 0.08% | 153 |
|
|
2024
Q3 | $687K | Sell |
3,108
-720
| -19% | -$159K | 0.06% | 173 |
|
|
2024
Q2 | $777K | Buy |
3,828
+568
| +17% | +$115K | 0.08% | 154 |
|
|
2024
Q1 | $686K | Buy |
3,260
+2,038
| +167% | +$429K | 0.08% | 148 |
|
|
2023
Q4 | $245K | Sell |
1,222
-92
| -7% | -$18.5K | 0.03% | 269 |
|
|
2023
Q3 | $232K | Buy |
+1,314
| New | +$232K | 0.03% | 257 |
|
|
2022
Q4 | – | Sell |
-1,785
| Closed | -$294K | – | 283 |
|
|
2022
Q3 | $294K | Buy |
+1,785
| New | +$294K | 0.06% | 205 |
|
|
2022
Q2 | – | Sell |
-1,010
| Closed | -$206K | – | 309 |
|
|
2022
Q1 | $206K | Buy |
+1,010
| New | +$206K | 0.03% | 304 |
|
|
2020
Q1 | $16K | Sell |
141
-371
| -72% | -$42.1K | 0.01% | 867 |
|
|
2019
Q4 | $85K | Buy |
+512
| New | +$85K | 0.03% | 424 |
|