Americana Partners’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
$3.05M Buy
2025
Q2
$1.56M Buy
2025
Q1
$394K Sell
2024
Q4
$843K Sell
2024
Q3
$3.14M Hold
2024
Q2
$2.89M Buy
2024
Q1
$2.95M Hold
2023
Q4
$2.81M Hold
2023
Q3
$2.48M Buy
2023
Q2
$370K Hold
2023
Q1
$352K Hold
2022
Q4
$344K Hold
2022
Q3
$325K Buy