Aureus Asset Management’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 | $4.17M | Sell |
|
|||||
|
2025
Q1 | $3.86M | Buy |
|
|||||
|
2024
Q4 | $4.1M | Buy |
|
|||||
|
2024
Q3 | $4.06M | Sell |
|
|||||
|
2024
Q2 | $3.78M | Buy |
|
|||||
|
2024
Q1 | $3.9M | Sell |
|
|||||
|
2023
Q4 | $4.28M | Buy |
|
|||||
|
2023
Q3 | $1.92M | Buy |
|
|||||
|
2023
Q2 | $1.9M | Buy |
|
|||||
|
2023
Q1 | $1.81M | Sell |
|
|||||
|
2022
Q4 | $1.95M | Buy |
|
|||||
|
2022
Q3 | $1.06M | Buy |
|
|||||
|
2022
Q2 | $1.08M | Sell |
|
|||||
|
2022
Q1 | $1.36M | Buy |
|
|||||
|
2021
Q4 | $1.14M | Buy |
|
|||||
|
2021
Q3 | $1.11M | Buy |
|
|||||
|
2021
Q2 | $1.16M | Buy |
|
|||||
|
2021
Q1 | $1.11M | Sell |
|
|||||
|
2020
Q4 | $1.1M | Buy |
|
|||||
|
2020
Q3 | $616K | Sell |
|
|||||
|
2020
Q2 | $597K | Sell |
|
|||||
|
2020
Q1 | $586K | Buy |
|
|||||
|
2019
Q4 | $833K | Sell |
|
|||||
|
2019
Q3 | $772K | Sell |
|
|||||
|
2019
Q2 | $801K | Hold |
|
|||||
|
2019
Q1 | $788K | Buy |
|
|||||
|
2018
Q4 | $646K | Buy |
|
|||||
|
2018
Q3 | $808K | Sell |
|
|||||
|
2018
Q2 | $934K | Sell |
|
|||||
|
2018
Q1 | $906K | Sell |
|
|||||
|
2017
Q4 | $1.1M | Sell |
|
|||||
|
2017
Q3 | $1.07M | Buy |
|
|||||
|
2017
Q2 | $992K | Sell |
|
|||||
|
2017
Q1 | $1.13M | Sell |
|
|||||
|
2016
Q4 | $1.53M | Buy |
|
|||||
|
2016
Q3 | $1.07M | Sell |
|
|||||
|
2016
Q2 | $1.01M | Buy |
|
|||||
|
2016
Q1 | $968K | Buy |
|
|||||
|
2015
Q4 | $838K | Buy |
|
|||||
|
2015
Q3 | $768K | Sell |
|
|||||
|
2015
Q2 | $881K | Sell |
|
|||||
|
2015
Q1 | $915K | Buy |
|
|||||
|
2014
Q4 | $599K | Buy |
|
|||||
|
2014
Q3 | $290K | Sell |
|
|||||
|
2014
Q2 | $458K | Sell |
|
|||||
|
2014
Q1 | $697K | Sell |
|
|||||
|
2013
Q4 | $799K | Buy |
|
|||||
|
2013
Q3 | $603K | Sell |
|
|||||
|
2013
Q2 | $642K | Buy |
|