Calamos Wealth 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
Q3 | $1.06M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.94M | Hold |
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|
2024
Q2 | $1.78M | Hold |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $789K | Buy |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $321K | Hold |
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $572K | Hold |
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|
2020
Q3 | $437K | Hold |
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|
2020
Q2 | $417K | Hold |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $619K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $430K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $290K | Hold |
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|
2015
Q2 | $331K | Buy |
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