Canton Hathaway’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.05M | Hold |
24,411
| – | – | 1.22% | 15 |
|
|
2025
Q4 | $6.01M | Hold |
24,411
| – | – | 1.16% | 17 |
|
|
2025
Q3 | $5.91M | Buy |
24,411
+16
| +0.1% | +$3.67K | 1.13% | 16 |
|
|
2025
Q2 | $5.26M | Buy |
24,395
+18
| +0.1% | +$3.62K | 1.07% | 15 |
|
|
2025
Q1 | $4.86M | Hold |
24,377
| – | – | 0.98% | 14 |
|
|
2024
Q4 | $5.39M | Hold |
24,377
| – | – | 1.35% | 11 |
|
|
2024
Q3 | $5.38M | Buy |
24,377
+350
| +1% | +$74.9K | 1.34% | 9 |
|
|
2024
Q2 | $4.88M | Hold |
24,027
| – | – | 1.33% | 9 |
|
|
2024
Q1 | $5.05M | Hold |
24,027
| – | – | 1.36% | 9 |
|
|
2023
Q4 | $4.82M | Hold |
24,027
| – | – | 1.45% | 9 |
|
|
2023
Q3 | $4.25M | Hold |
24,027
| – | – | 1.35% | 10 |
|
|
2023
Q2 | $4.5M | Hold |
24,027
| – | – | 1.41% | 9 |
|
|
2023
Q1 | $4.29M | Buy |
24,027
+2,000
| +9% | +$368K | 1.46% | 8 |
|
|
2022
Q4 | $3.84M | Hold |
22,027
| – | – | 1.34% | 10 |
|
|
2022
Q3 | $3.63M | Hold |
22,027
| – | – | 1.33% | 11 |
|
|
2022
Q2 | $3.73M | Hold |
22,027
| – | – | 1.3% | 12 |
|
|
2022
Q1 | $4.52M | Buy |
22,027
+1,000
| +5% | +$204K | 1.27% | 12 |
|
|
2021
Q4 | $4.68M | Buy |
21,027
+1,000
| +5% | +$226K | 1.27% | 11 |
|
|
2021
Q3 | $4.38M | Sell |
20,027
-14
| -0.1% | -$3.1K | 1.26% | 11 |
|
|
2021
Q2 | $4.6M | Buy |
20,041
+20,023
| +111,239% | +$4.5M | 1.34% | 11 |
|
|
2021
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 307 |
|
|
2020
Q4 | $4K | Buy |
+18
| New | +$3.15K | ﹤0.01% | 238 |
|
|
2019
Q3 | – | Sell |
-151
| Closed | -$23K | – | 222 |
|
|
2019
Q2 | $23K | Hold |
151
| – | – | 0.01% | 172 |
|
|
2019
Q1 | $23K | Buy |
151
+51
| +51% | +$7.66K | 0.01% | 172 |
|
|
2018
Q4 | $13K | Buy |
+100
| New | +$14.9K | 0.01% | 162 |
|
Other funds holding IWM
