Bedel Financial Consulting’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 | $2.91M | Buy |
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|
2025
Q2 | $2.6M | Sell |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $2.7M | Buy |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.5M | Buy |
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|
2023
Q4 | $2.3M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $857K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $903K | Hold |
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|
2021
Q2 | $946K | Buy |
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|
2021
Q1 | $860K | Buy |
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|
2020
Q4 | $749K | Buy |
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|
2020
Q3 | $572K | Buy |
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|
2020
Q2 | $537K | Buy |
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|
2020
Q1 | $409K | Buy |
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|
2019
Q4 | $376K | Buy |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $326K | Buy |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $264K | Buy |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $347K | Hold |
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|
2018
Q1 | $321K | Buy |
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|
2017
Q4 | $322K | Buy |
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