Bollard Group’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 | $102K | Hold |
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|
2025
Q2 | $91K | Buy |
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|
2025
Q1 | $84K | Hold |
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|
2024
Q4 | $93K | Hold |
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|
2024
Q3 | $93K | Buy |
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|
2024
Q2 | $85K | Hold |
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|
2024
Q1 | $88K | Buy |
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|
2023
Q4 | $84K | Buy |
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|
2023
Q3 | $74K | Hold |
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|
2023
Q2 | $79K | Hold |
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|
2023
Q1 | $75K | Buy |
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|
2022
Q4 | $73K | Hold |
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|
2022
Q3 | $69K | Sell |
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|
2022
Q2 | $190K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q4 | $218K | Sell |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $170K | Buy |
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|
2019
Q4 | $246K | Buy |
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|
2019
Q3 | $224K | Buy |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | $225K | Buy |
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|
2018
Q4 | $197K | Buy |
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|
2018
Q3 | $246K | Buy |
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|
2018
Q2 | $238K | Hold |
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|
2018
Q1 | $221K | Buy |
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|
2017
Q4 | $221K | Buy |
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|
2017
Q3 | $214K | Buy |
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|
2017
Q2 | $202K | Hold |
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|
2017
Q1 | $197K | Buy |
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|
2016
Q4 | $193K | Buy |
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|
2016
Q3 | $177K | Buy |
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|
2016
Q2 | $76K | Hold |
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|
2016
Q1 | $73K | Buy |
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|
2015
Q4 | $74K | Buy |
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|
2015
Q3 | $71K | Buy |
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|
2015
Q2 | $81K | Hold |
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|
2015
Q1 | $81K | Buy |
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|
2014
Q4 | $78K | Sell |
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|
2014
Q3 | $1.55M | Buy |
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|
2014
Q2 | $1.6M | Hold |
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|
2014
Q1 | $1.57M | Buy |
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|
2013
Q4 | $438K | Buy |
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