Arax Advisory 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 | – | Sell |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $173K | Buy |
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|
2024
Q2 | $121K | Buy |
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|
2024
Q1 | $100K | Sell |
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|
2023
Q4 | $96.8K | Sell |
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|
2023
Q3 | $93.5K | Sell |
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|
2023
Q2 | $101K | Sell |
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|
2023
Q1 | $102K | Buy |
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|
2022
Q4 | $91.9K | Sell |
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|
2022
Q3 | $137K | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $174K | Buy |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $122K | Sell |
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|
2021
Q2 | $194K | Buy |
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|
2020
Q4 | $259K | Sell |
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|
2020
Q3 | $221K | Sell |
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|
2020
Q2 | $305K | Buy |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $199K | Buy |
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|
2019
Q3 | $176K | Sell |
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|
2019
Q2 | $185K | Buy |
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|
2018
Q4 | $76K | Buy |
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|
2018
Q3 | $71K | Sell |
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|
2018
Q2 | $88K | Sell |
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|
2018
Q1 | $98K | Buy |
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|
2017
Q4 | $82K | Buy |
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|
2017
Q3 | $71K | Buy |
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|
2017
Q2 | $68K | Sell |
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|
2017
Q1 | $88K | Buy |
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|
2016
Q4 | $31K | Buy |
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