Capital Insight Partners’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 | $254K | Hold |
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|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $258K | Buy |
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