Beaton Management Company’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 | $592K | Hold |
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|
2025
Q2 | $528K | Hold |
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|
2025
Q1 | $488K | Hold |
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|
2024
Q4 | $540K | Hold |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $431K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $473K | Hold |
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|
2021
Q3 | $465K | Sell |
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|
2021
Q2 | $510K | Hold |
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|
2021
Q1 | $492K | Hold |
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|
2020
Q4 | $436K | Buy |
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|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $315K | Hold |
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|
2020
Q1 | $252K | Hold |
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|
2019
Q4 | $364K | Hold |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $299K | Buy |
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|
2019
Q1 | $279K | Hold |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $341K | Sell |
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|
2018
Q2 | $340K | Hold |
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|
2018
Q1 | $315K | Buy |
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|
2017
Q4 | $309K | Hold |
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|
2017
Q3 | $300K | Hold |
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|
2017
Q2 | $285K | Buy |
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