Westside Investment 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
Q2 | $86.3K | Hold |
400
| – | – | 0.02% | 363 |
|
|
2025
Q1 | $79.8K | Hold |
400
| – | – | 0.02% | 339 |
|
|
2024
Q4 | $88.4K | Hold |
400
| – | – | 0.02% | 323 |
|
|
2024
Q3 | $88.4K | Hold |
400
| – | – | 0.02% | 328 |
|
|
2024
Q2 | $81.2K | Hold |
400
| – | – | 0.02% | 327 |
|
|
2024
Q1 | $84.1K | Buy |
400
+25
| +7% | +$5.26K | 0.02% | 317 |
|
|
2023
Q4 | $75.3K | Hold |
375
| – | – | 0.02% | 311 |
|
|
2023
Q3 | $66.3K | Hold |
375
| – | – | 0.02% | 314 |
|
|
2023
Q2 | $70.2K | Hold |
375
| – | – | 0.02% | 312 |
|
|
2023
Q1 | $66.9K | Hold |
375
| – | – | 0.02% | 319 |
|
|
2022
Q4 | $65 | Buy |
+375
| New | +$65 | ﹤0.01% | 396 |
|
|
2020
Q3 | – | Sell |
-7
| Closed | -$1 | – | 687 |
|
|
2020
Q2 | $1 | Buy |
+7
| New | +$1 | ﹤0.01% | 624 |
|
|
2018
Q4 | $26.8K | Buy |
+200
| New | +$26.8K | 0.01% | 353 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$33K | – | 780 |
|
|
2018
Q2 | $33K | Hold |
200
| – | – | 0.01% | 332 |
|
|
2018
Q1 | $29.6K | Hold |
200
| – | – | 0.02% | 327 |
|
|
2017
Q4 | $31K | Hold |
200
| – | – | 0.02% | 332 |
|
|
2017
Q3 | $29.9K | Hold |
200
| – | – | 0.02% | 334 |
|
|
2017
Q2 | $28K | Hold |
200
| – | – | 0.02% | 335 |
|
|
2017
Q1 | $26.9K | Buy |
+200
| New | +$26.9K | 0.01% | 318 |
|