Birmingham Capital 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
Q2 | $268K | Hold |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $559K | Hold |
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|
2024
Q1 | $579K | Hold |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $467K | Hold |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $394K | Hold |
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|
2021
Q4 | $427K | Sell |
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|
2021
Q3 | $462K | Hold |
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|
2021
Q2 | $484K | Hold |
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|
2021
Q1 | $466K | Hold |
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|
2020
Q4 | $414K | Hold |
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|
2020
Q3 | $316K | Hold |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $342K | Sell |
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|
2019
Q2 | $363K | Hold |
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|
2019
Q1 | $357K | Hold |
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|
2018
Q4 | $312K | Hold |
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|
2018
Q3 | $393K | Hold |
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|
2018
Q2 | $382K | Buy |
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|
2018
Q1 | $342K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $322K | Hold |
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|
2015
Q1 | $321K | Hold |
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|
2014
Q4 | $309K | Hold |
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|
2014
Q3 | $282K | Sell |
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|
2014
Q2 | $369K | Hold |
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|
2014
Q1 | $361K | Buy |
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|
2013
Q4 | $347K | Hold |
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|
2013
Q3 | $320K | Sell |
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|
2013
Q2 | $311K | Buy |
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