Beacon Investment Advisory Services’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 | $6.63M | Sell |
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|
2025
Q2 | $5.96M | Buy |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $3.48M | Sell |
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|
2024
Q3 | $3.5M | Buy |
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|
2024
Q2 | $3.2M | Buy |
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|
2024
Q1 | $3.22M | Sell |
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|
2023
Q4 | $3.13M | Sell |
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|
2023
Q3 | $2.76M | Sell |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $2.35M | Sell |
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|
2022
Q2 | $2.41M | Sell |
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|
2022
Q1 | $3.1M | Sell |
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|
2021
Q4 | $3.46M | Buy |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $3.7M | Sell |
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|
2021
Q1 | $3.69M | Sell |
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|
2020
Q4 | $3.31M | Sell |
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|
2020
Q3 | $2.53M | Sell |
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|
2020
Q2 | $2.51M | Sell |
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|
2020
Q1 | $26.4M | Buy |
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|
2019
Q4 | $24.2M | Sell |
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|
2019
Q3 | $22.3M | Sell |
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|
2019
Q2 | $25.1M | Sell |
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|
2019
Q1 | $24.9M | Sell |
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|
2018
Q4 | $21.8M | Buy |
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