Chesapeake 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 | $2.93M | Buy |
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|
2025
Q2 | $2.61M | Buy |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $2.86M | Sell |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $2.89M | Buy |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.71M | Sell |
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|
2022
Q2 | $2.88M | Sell |
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|
2022
Q1 | $3.58M | Sell |
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|
2021
Q4 | $3.95M | Sell |
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|
2021
Q3 | $3.97M | Sell |
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|
2021
Q2 | $4.37M | Sell |
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|
2021
Q1 | $4.58M | Sell |
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|
2020
Q4 | $4.17M | Sell |
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|
2020
Q3 | $3.23M | Buy |
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|
2020
Q2 | $3.05M | Buy |
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|
2020
Q1 | $2.39M | Sell |
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|
2019
Q4 | $3.46M | Buy |
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|
2019
Q3 | $3.14M | Sell |
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|
2019
Q2 | $3.23M | Sell |
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|
2019
Q1 | $3.27M | Sell |
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|
2018
Q4 | $2.92M | Sell |
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|
2018
Q3 | $3.73M | Sell |
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|
2018
Q2 | $3.67M | Buy |
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|
2018
Q1 | $3.33M | Buy |
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