Agate Pass Investment Management’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 | $805K | Hold |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $923K | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $648K | Sell |
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|
2023
Q4 | $689K | Sell |
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|
2023
Q3 | $942K | Buy |
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|
2023
Q2 | $993K | Hold |
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|
2023
Q1 | $946K | Sell |
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|
2022
Q4 | $968K | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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