Charter Oak Capital 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 | $1.11M | Sell |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $859K | Buy |
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|
2022
Q2 | $845K | Buy |
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|
2022
Q1 | $920K | Buy |
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|
2021
Q4 | $993K | Sell |
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|
2021
Q3 | $991K | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.02M | Buy |
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