Autumn Glory 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 | $858K | Hold |
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|
2025
Q2 | $765K | Hold |
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|
2025
Q1 | $707K | Hold |
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|
2024
Q4 | $783K | Sell |
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|
2024
Q3 | $870K | Sell |
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|
2024
Q2 | $826K | Hold |
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|
2024
Q1 | $856K | Hold |
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|
2023
Q4 | $784K | Buy |
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|
2023
Q3 | $703K | Buy |
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|
2023
Q2 | $646K | Sell |
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|
2023
Q1 | $709K | Hold |
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|
2022
Q4 | $693K | Sell |
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|
2022
Q3 | $667K | Sell |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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