Baker Ellis 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
Q3 | $583K | Hold |
|
|||||
|
2025
Q2 | $520K | Sell |
|
|||||
|
2025
Q1 | $515K | Buy |
|
|||||
|
2024
Q4 | $479K | Buy |
|
|||||
|
2024
Q3 | $379K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $126K | Sell |
|
|||||
|
2019
Q3 | $122K | Hold |
|
|||||
|
2019
Q2 | $125K | Hold |
|
|||||
|
2019
Q1 | $124K | Hold |
|
|||||
|
2018
Q4 | $108K | Hold |
|
|||||
|
2018
Q3 | $136K | Hold |
|
|||||
|
2018
Q2 | $132K | Hold |
|
|||||
|
2018
Q1 | $123K | Hold |
|
|||||
|
2017
Q4 | $123K | Hold |
|
|||||
|
2017
Q3 | $120K | Hold |
|
|||||
|
2017
Q2 | $114K | Hold |
|
|||||
|
2017
Q1 | $111K | Hold |
|
|||||
|
2016
Q4 | $109K | Hold |
|
|||||
|
2016
Q3 | $100K | Buy |
|