Annex Advisory Services’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 | $384K | Buy |
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|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $575K | Hold |
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|
2019
Q3 | $526K | Sell |
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|
2019
Q2 | $559K | Sell |
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|
2019
Q1 | $583K | Buy |
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|
2018
Q4 | $490K | Buy |
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|
2018
Q3 | $381K | Sell |
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|
2018
Q2 | $414K | Sell |
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|
2018
Q1 | $398K | Buy |
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|
2017
Q4 | $282K | Hold |
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|
2017
Q3 | $274K | Buy |
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|
2017
Q2 | $238K | Hold |
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|
2017
Q1 | $232K | Sell |
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|
2016
Q4 | $236K | Buy |
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|
2016
Q3 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $704K | Buy |
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|
2015
Q3 | $328K | Sell |
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|
2015
Q2 | $453K | Sell |
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|
2015
Q1 | $458K | Buy |
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|
2014
Q4 | $394K | Sell |
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|
2014
Q3 | $514K | Sell |
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|
2014
Q2 | $693K | Sell |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | $532K | Sell |
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|
2013
Q3 | $1.33M | Sell |
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|
2013
Q2 | $1.22M | Buy |
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