Ballast Advisors’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 | $2.05M | Sell |
|
|||||
|
2025
Q2 | $1.89M | Buy |
|
|||||
|
2025
Q1 | $1.73M | Sell |
|
|||||
|
2024
Q4 | $1.93M | Sell |
|
|||||
|
2024
Q3 | $2.06M | Buy |
|
|||||
|
2024
Q2 | $1.89M | Sell |
|
|||||
|
2024
Q1 | $2.02M | Sell |
|
|||||
|
2023
Q4 | $1.94M | Sell |
|
|||||
|
2023
Q3 | $2.04M | Sell |
|
|||||
|
2023
Q2 | $2.39M | Buy |
|
|||||
|
2023
Q1 | $2.23M | Buy |
|
|||||
|
2022
Q4 | $2.05M | Buy |
|
|||||
|
2022
Q3 | $1.89M | Buy |
|
|||||
|
2022
Q2 | $1.91M | Buy |
|
|||||
|
2022
Q1 | $2.26M | Buy |
|
|||||
|
2021
Q4 | $2.24M | Buy |
|
|||||
|
2021
Q3 | $2.17M | Buy |
|
|||||
|
2021
Q2 | $2.25M | Buy |
|
|||||
|
2021
Q1 | $2.14M | Buy |
|
|||||
|
2020
Q4 | $1.82M | Buy |
|
|||||
|
2020
Q3 | $1.33M | Buy |
|
|||||
|
2020
Q2 | $1.08M | Buy |
|
|||||
|
2020
Q1 | $326K | Buy |
|
|||||
|
2019
Q4 | $460K | Buy |
|