Brown, Lisle/Cummings’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 | $918K | Sell |
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|
2025
Q2 | $824K | Sell |
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|
2025
Q1 | $952K | Buy |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $695K | Hold |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $377K | Hold |
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|
2022
Q1 | $457K | Sell |
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|
2021
Q4 | $515K | Buy |
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