Abbrea Capital’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $670K | Sell |
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|
2024
Q1 | $743K | Hold |
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|
2023
Q4 | $709K | Hold |
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|
2023
Q3 | $627K | Hold |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $537K | Hold |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $575K | Sell |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $935K | Buy |
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|
2021
Q3 | $579K | Sell |
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|
2021
Q2 | $623K | Sell |
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|
2021
Q1 | $675K | Sell |
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|
2020
Q4 | $635K | Buy |
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|
2020
Q3 | $470K | Sell |
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|
2020
Q2 | $497K | Sell |
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|
2020
Q1 | $756K | Sell |
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|
2019
Q4 | $1.26M | Hold |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $952K | Sell |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.05M | Hold |
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|
2018
Q3 | $1.33M | Buy |
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|
2018
Q2 | $1.23M | Hold |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.19M | Sell |
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|
2017
Q3 | $1.2M | Sell |
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|
2017
Q2 | $1.15M | Buy |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1.09M | Buy |
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