Atwood & Palmer’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
Q2 | – | Sell |
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|
2025
Q1 | $47.9K | Hold |
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|
2024
Q4 | $53K | Hold |
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|
2024
Q3 | $53K | Hold |
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|
2024
Q2 | $48.7K | Sell |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $96.3K | Hold |
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|
2023
Q3 | $84.8K | Hold |
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|
2023
Q2 | $89.9K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $60K | Sell |
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|
2018
Q3 | $143K | Hold |
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|
2018
Q2 | $139K | Hold |
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|
2018
Q1 | $129K | Hold |
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|
2017
Q4 | $130K | Hold |
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|
2017
Q3 | $126K | Sell |
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|
2017
Q2 | $413K | Sell |
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|
2017
Q1 | $568K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $44K | Hold |
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|
2015
Q3 | $43K | Sell |
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|
2015
Q2 | $53K | Hold |
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|
2015
Q1 | $53K | Sell |
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|
2014
Q4 | $161K | Sell |
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|
2014
Q3 | $181K | Buy |
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|
2014
Q2 | $159K | Buy |
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