IWM
iShares Russell 2000 ETF
stock NYSE ETF

Stop trading 0dte, you can make nice gains selling credit spreads. I do this almost daily for IWM. If you have level 3 options (if not apply for it) just sell a call credit spread about $7 OTM, 2dte. So today, you’d sell like the 4/8 $257 buy the $259. Do 7 spreads you get a credit of around ~$280 for your $1200 in cash. Close it out tomorrow morning you’ll be up 60% - assuming IWM doesn’t go up $5 today.
Base Hits > Home Runs

I'm a busy professional who always wanted to spend more time managing my stock portfolio but never had the structure or time to do it well. As part of my experimentation with AI agents, I built a monthly review workflow that runs automatically on the 15th. Here's the sequence:
\*\*1. Macro backdrop first\*\* : scores 6 cross-asset ratios (RSP/SPY, yield curve, HYG/LQD, IWM/SPY, SPY/TLT, XLY/XLP) to identify the current market regime before touching individual stocks. If it reads contraction, everything downstream defaults to defense mode.
\*\*2. Watchlist scan\*\* : two screens run automatically: undervalued candidates (low forward P/E vs sector, FCF yield above 3%, insider buying) and oversold pullback candidates (down 20-40% from highs with intact fundamentals). The logic tries to filter broken stocks from genuine pullbacks.
\*\*3. Per-position review\*\* : for each current holding: fundamental trend, thesis health (intact / wobbling / broken), technicals, then a clean ADD / HOLD / WATCH / TRIM / EXIT with a reason attached.
\*\*4. Institutional flow check\*\* : for any ADD or EXIT candidate, cross-checks 13F filings to see if smart money agrees. Has a 45-day data lag by design, so I treat it as a confirming signal rather than a leading one.
\*\*5. Exposure calibration\*\* : synthesizes everything into a recommended equity allocation ceiling and whether new positions are cleared for that month.
Built for a 6-15 stock focused portfolio, medium-to-long hold periods, medium risk. Likely not useful for day traders or deep value investors with a lot of time for manual analysis.
What would you change or add? Particularly curious whether the macro regime step adds real signal or just noise, and whether anyone runs a similar workflow today, manually or otherwise.

I trade IWM heavily as well, strictly 0DTE. I would never hold that ticker long term in my portfolio as it has mostly junk companies and you’ll get better returns elsewhere. Your account isn’t too small, just recommend you set it as a cash account so you’re not flagged as a PDT. I try to avoid the open unless I have a clear strategy (put or call). Avoid going too far OTM. I usually limit my OTM to 1 or 2 points. Ex, if the opening price is $247.50, the previous close was $244 and your in the first few moments, I would look at a $246 put since the premium isn’t too bad and I’m expecting it to cool a bit. You can also monitor and see if you can do a scalp midday or in the last hour of trading. Just don’t get greedy. I try to sweep out some after it’s settled so I’m not blowing the lot. Also check if your broker has any auto close out rules for 0DTE. Public has this but Schwab does not. Good luck!

0DTE on IWM/SPY

solid IWM red candle lmao

If the images scale horribly in new reddit, replace www with old in the URL. So domain is old.reddit.com
My last 2 new swaps tracking posts:
* 4/4/2026 - [Upcoming GME swap expirations, XRT fail to deliver delayed settlement, and XRT, GME and 14 other new swaps tracking - 4/4/2026 update](https://www.reddit.com/r/Superstonk/comments/1sdflwp/upcoming_gme_swap_expirations_xrt_fail_to_deliver/)
* [2/22/2026](https://www.reddit.com/r/Superstonk/comments/1rcvonf/a_look_at_january_2026_insider_buys_ijh_abnormal/)
Last 2 swaps activity breakdown posts:
* 9/27/2025 - [GME, XRT, and 25 other swaps activity breakdown. Added 4 stocks.](https://www.reddit.com/r/Superstonk/comments/1nsypy2/gme_xrt_and_25_other_swaps_activity_breakdown/)
* [9/20/2025](https://www.reddit.com/r/Superstonk/comments/1nn3re9/gme_xrt_and_21_other_swaps_activity_breakdown/)
What are swaps, big picture on ETFs, FTDs, settlement can kicking, ETF and FTD juggling, etc:
* LoPiano swap, ETF, FTD, options discussion: [3/21/2026](https://www.youtube.com/live/JyjWzPmg8A0) and [3/28/2026](https://www.youtube.com/live/qz_xRK4UqbU)
* TheGameStopsNow [2/24/2026 post](https://www.reddit.com/r/Superstonk/comments/1re1ps2/1_the_failure_accommodation_waterfall_where_your/)
* VariousScenes [12/23/2025 post](https://www.reddit.com/r/Superstonk/comments/1pu38lr/cycles_theory_revisiting_the_puzzle/)
* Counterspell_This [12/9/2025 post](https://www.reddit.com/r/Superstonk/comments/1pileus/total_return_swaps_trs_deep_dive_dd_and_rceos/)
* samgungraven describing [swaps](https://www.reddit.com/r/Superstonk/comments/1cy1xv4/great_explanation_on_how_swaps_work_and_current/)
* Arcanis_Ender 12/8/2025 comment: Swaps allow the parties to effectively hide their positions from the public. Bullet swaps were famously used by Bill Hwang to blow up his family office Archegos Capital via margin call as well as the counterparty involved--Credit Suisse. Those bags passed on to UBS who was forced by their government to absorb them and their toxic liabilities. The swiss government opted to HIDE (seal) the swap data regarding Credit Suisse collapse for 50 years as well. Swaps are very hard to trace by their nature, but they allow parties to have hidden short positions from their structure without actively impacting the Short Interest % of a stock. This keeps the cost to borrow low, just like when a market maker abuses their creation/redemption privileges on an ETF to artificially inflate supply of a stock that would otherwise have low liquidity.
* HashtagYoMamma [11/14/2025 post](https://www.reddit.com/r/Superstonk/comments/1owqv0b/reminder_youre_being_gaslit_the_price_makes_no/)
* Long-Setting [11/1/2025 post](https://www.reddit.com/r/Superstonk/comments/1olv8ox/memorandum_for_the_record_due_diligence_report_on/) - Snippet: A total return swap (TRS) is a derivative contract where one party (e.g., a hedge fund) receives the total economic performance (gains/losses, dividends) of a reference asset (e.g., $GME shares) from a counterparty (e.g., a bank), in exchange for periodic payments based on a fixed/variable rate. Unlike direct short sales, TRS allow synthetic exposure without borrowing shares, evading "locate" requirements and enabling indefinite position recycling.
* LoPiano 9/23/2025 on Newton's yellow/pink/red swap theory, see 15:50 mark: [youtube video](https://youtu.be/Ak-Xz8WpJ-A)
Swaps data source:
* From the DTCC website. Example (change the date portion to retrieve other dates going back up to 2 years): [https://pddata.dtcc.com/ppd/api/report/cumulative/sec/SEC\_CUMULATIVE\_EQUITIES\_2025\_08\_30.zip](https://pddata.dtcc.com/ppd/api/report/cumulative/sec/SEC_CUMULATIVE_EQUITIES_2025_08_30.zip)
* Alternatively via Amazon domain, example: [https://kgc0418-tdw-data-0.s3.amazonaws.com/sec/eod/SEC\_CUMULATIVE\_EQUITIES\_2025\_08\_31.zip](https://kgc0418-tdw-data-0.s3.amazonaws.com/sec/eod/SEC_CUMULATIVE_EQUITIES_2025_08_31.zip)
* XRT's ISIN and RIC: US78464A7147 and XRT.P
* GME: US36467W1099 and GME.N
* For brevity, tracking: CHWY, GEF, IEP, MSTR, NTRS, PSKY, RCL, SIRI, U, VSCO, WBD, IBIT, IJH, ITOT, IWB, IWD, IWM, IWR, IWS, MDY, VB, VBR, VXF
Credit to many others wading through the swaps data. View their profile's posts and comments for helpful information!
* WhoLovesAvacados - see their profile's posts
* GMEPieMan via F-uPayMe - [8/20/2025 post](https://www.reddit.com/r/Superstonk/comments/1nt385a/another_glitch_in_the_system/)
* TheUltimator5 - [2/21/2025 post](https://www.reddit.com/r/Superstonk/comments/1iv5kbp/the_gme_bottom_finder_has_been_reuploaded_to_tv/)
* WhatCanIMakeToday - [3/13/2025 GME Swaps Expirations By Date](https://www.reddit.com/r/Superstonk/comments/1jaimi8/gme_swaps_expirations_by_date/)
* alwayssadbuttruthful - [1/19/2025 4x posts](https://www.reddit.com/r/Superstonk/comments/1i516sl/gamestopswapdd_part_4201_cfd_summations/)
* theorico
* IullotronBudC1_3