Zullo Investment Group’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 | $378K | Buy |
1,751
+2
| +0.1% | +$432 | 0.15% | 102 |
|
|
2025
Q1 | $349K | Buy |
1,749
+1
| +0.1% | +$200 | 0.15% | 106 |
|
|
2024
Q4 | $386K | Sell |
1,748
-100
| -5% | -$22.1K | 0.16% | 99 |
|
|
2024
Q3 | $408K | Sell |
1,848
-98
| -5% | -$21.6K | 0.17% | 100 |
|
|
2024
Q2 | $395K | Buy |
1,946
+4
| +0.2% | +$812 | 0.17% | 100 |
|
|
2024
Q1 | $408K | Buy |
1,942
+685
| +54% | +$144K | 0.19% | 97 |
|
|
2023
Q4 | $252K | Sell |
1,257
-10
| -0.8% | -$2.01K | 0.13% | 124 |
|
|
2023
Q3 | $224K | Sell |
1,267
-4
| -0.3% | -$707 | 0.13% | 125 |
|
|
2023
Q2 | $238K | Sell |
1,271
-40
| -3% | -$7.49K | 0.14% | 119 |
|
|
2023
Q1 | $234K | Buy |
1,311
+23
| +2% | +$4.1K | 0.15% | 119 |
|
|
2022
Q4 | $225K | Sell |
1,288
-47
| -4% | -$8.2K | 0.14% | 120 |
|
|
2022
Q3 | $220K | Sell |
1,335
-48
| -3% | -$7.91K | 0.14% | 119 |
|
|
2022
Q2 | $234K | Sell |
1,383
-350
| -20% | -$59.2K | 0.15% | 121 |
|
|
2022
Q1 | $356K | Buy |
1,733
+68
| +4% | +$14K | 0.18% | 103 |
|
|
2021
Q4 | $370K | Buy |
+1,665
| New | +$370K | 0.19% | 106 |
|