Caerus Investment 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 | $7.37M | Hold |
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|
2025
Q2 | $6.58M | Hold |
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|
2025
Q1 | $6.08M | Sell |
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|
2024
Q4 | $6.82M | Sell |
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|
2024
Q3 | $6.82M | Hold |
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|
2024
Q2 | $6.27M | Buy |
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|
2024
Q1 | $6.5M | Sell |
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|
2023
Q4 | $6.35M | Sell |
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|
2023
Q3 | $5.6M | Sell |
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|
2023
Q2 | $6.01M | Sell |
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|
2023
Q1 | $5.77M | Sell |
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|
2022
Q4 | $5.65M | Sell |
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|
2022
Q3 | $5.4M | Hold |
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|
2022
Q2 | $5.55M | Sell |
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|
2022
Q1 | $5.93M | Buy |
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|
2021
Q4 | $6.57M | Buy |
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