Alley Investment Management Company’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 | $2.93M | Sell |
|
|||||
|
2025
Q2 | $2.63M | Hold |
|
|||||
|
2025
Q1 | $2.43M | Sell |
|
|||||
|
2024
Q4 | $2.72M | Buy |
|
|||||
|
2024
Q3 | $2.69M | Buy |
|
|||||
|
2024
Q2 | $1.9M | Hold |
|
|||||
|
2024
Q1 | $1.97M | Sell |
|
|||||
|
2023
Q4 | $1.9M | Buy |
|
|||||
|
2023
Q3 | $1.27M | Buy |
|
|||||
|
2023
Q2 | $1.32M | Hold |
|
|||||
|
2023
Q1 | $1.25M | Buy |
|
|||||
|
2022
Q4 | $1.12M | Sell |
|
|||||
|
2022
Q3 | $1.19M | Sell |
|
|||||
|
2022
Q2 | $1.23M | Hold |
|
|||||
|
2022
Q1 | $1.5M | Buy |
|