Albion Financial Group’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
Q2 | $196K | Hold |
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|
2025
Q1 | $181K | Buy |
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|
2024
Q4 | $147K | Hold |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $151K | Hold |
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|
2023
Q4 | $144K | Hold |
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|
2023
Q3 | $127K | Hold |
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|
2023
Q2 | $134K | Hold |
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|
2023
Q1 | $128K | Hold |
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|
2022
Q4 | $125K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $147K | Hold |
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|
2021
Q4 | $159K | Sell |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $210K | Buy |
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|
2020
Q4 | $148K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $206K | Buy |
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