Arete Wealth Advisors’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 | $6.85M | Buy |
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|
2025
Q2 | $6.06M | Buy |
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|
2025
Q1 | $5.46M | Buy |
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|
2024
Q4 | $5.9M | Buy |
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|
2024
Q3 | $5.51M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.21M | Buy |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $4.09M | Buy |
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|
2023
Q1 | $3.4M | Buy |
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|
2022
Q4 | $2.94B | Buy |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $6.37M | Buy |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $388K | Buy |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $786K | Sell |
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|
2020
Q2 | $856K | Buy |
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|
2020
Q1 | $448K | Sell |
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|
2019
Q4 | $705K | Sell |
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|
2019
Q3 | $775K | Buy |
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|
2019
Q2 | $654K | Buy |
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|
2019
Q1 | $226K | Sell |
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|
2018
Q4 | $295K | Buy |
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|
2018
Q3 | $228K | Sell |
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|
2018
Q2 | $230K | Buy |
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|
2018
Q1 | $209K | Buy |
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|
2017
Q4 | $204K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $393K | Buy |
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|
2015
Q4 | $358K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $851K | Sell |
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|
2015
Q1 | $2.84M | Buy |
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