Ascent Group’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 | $8.16M | Buy |
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|
2025
Q2 | $7.15M | Buy |
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|
2025
Q1 | $2.62M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $249K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $2.98M | Sell |
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|
2022
Q2 | $4.48M | Sell |
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|
2022
Q1 | $9.46M | Sell |
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|
2021
Q4 | $14.2M | Buy |
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