Bristlecone Advisors’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 | $1.67M | Sell |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $2.72M | Sell |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $2.51M | Sell |
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|
2024
Q1 | $2.7M | Sell |
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|
2023
Q4 | $2.67M | Sell |
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|
2023
Q3 | $2.69M | Sell |
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|
2023
Q2 | $2.92M | Sell |
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|
2023
Q1 | $3.16M | Buy |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.43M | Sell |
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|
2021
Q4 | $2.9M | Sell |
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|
2021
Q3 | $3.3M | Buy |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $923K | Buy |
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|
2020
Q3 | $361K | Sell |
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|
2020
Q2 | $372K | Sell |
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|
2020
Q1 | $325K | Sell |
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|
2019
Q4 | $524K | Buy |
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|
2019
Q3 | $446K | Sell |
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|
2019
Q2 | $466K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $408K | Sell |
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|
2018
Q3 | $525K | Buy |
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|
2018
Q2 | $236K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $499K | Hold |
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|
2017
Q3 | $485K | Sell |
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|
2017
Q2 | $475K | Sell |
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|
2017
Q1 | $479K | Sell |
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|
2016
Q4 | $490K | Sell |
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|
2016
Q3 | $458K | Sell |
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|
2016
Q2 | $474K | Sell |
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|
2016
Q1 | $516K | Sell |
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|
2015
Q4 | $953K | Buy |
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