Beese Fulmer Investment 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 | $444K | Sell |
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|
2025
Q2 | $537K | Hold |
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|
2025
Q1 | $496K | Hold |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $550K | Buy |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $267K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $24K | Buy |
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