Adell Harriman & Carpenter’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $578K | Sell |
|
|||||
|
2025
Q2 | $558K | Sell |
|
|||||
|
2025
Q1 | $617K | Sell |
|
|||||
|
2024
Q4 | $746K | Sell |
|
|||||
|
2024
Q3 | $759K | Sell |
|
|||||
|
2024
Q2 | $705K | Sell |
|
|||||
|
2024
Q1 | $965K | Sell |
|
|||||
|
2023
Q4 | $1.06M | Buy |
|
|||||
|
2023
Q3 | $830K | Sell |
|
|||||
|
2023
Q2 | $898K | Sell |
|
|||||
|
2023
Q1 | $876K | Sell |
|
|||||
|
2022
Q4 | $897K | Buy |
|
|||||
|
2022
Q3 | $841K | Sell |
|
|||||
|
2022
Q2 | $865K | Sell |
|
|||||
|
2022
Q1 | $1.05M | Sell |
|
|||||
|
2021
Q4 | $1.31M | Sell |
|
|||||
|
2021
Q3 | $1.47M | Sell |
|
|||||
|
2021
Q2 | $1.66M | Buy |
|
|||||
|
2021
Q1 | $1.51M | Buy |
|
|||||
|
2020
Q4 | $1.3M | Buy |
|
|||||
|
2020
Q3 | $882K | Sell |
|
|||||
|
2020
Q2 | $876K | Buy |
|
|||||
|
2020
Q1 | $572K | Sell |
|
|||||
|
2019
Q4 | $830K | Buy |
|
|||||
|
2019
Q3 | $703K | Sell |
|
|||||
|
2019
Q2 | $728K | Hold |
|
|||||
|
2019
Q1 | $716K | Sell |
|
|||||
|
2018
Q4 | $641K | Sell |
|
|||||
|
2018
Q3 | $873K | Sell |
|
|||||
|
2018
Q2 | $852K | Buy |
|
|||||
|
2018
Q1 | $613K | Buy |
|
|||||
|
2017
Q4 | $465K | Hold |
|
|||||
|
2017
Q3 | $452K | Hold |
|
|||||
|
2017
Q2 | $430K | Buy |
|
|||||
|
2017
Q1 | $311K | Buy |
|
|||||
|
2016
Q4 | $292K | Sell |
|
|||||
|
2016
Q3 | $281K | Sell |
|
|||||
|
2016
Q2 | $272K | Hold |
|
|||||
|
2016
Q1 | $262K | Sell |
|
|||||
|
2015
Q4 | $323K | Hold |
|
|||||
|
2015
Q3 | $313K | Sell |
|
|||||
|
2015
Q2 | $388K | Sell |
|
|||||
|
2015
Q1 | $399K | Buy |
|