Chesley Taft & Associates’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 | $532K | Hold |
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|
2025
Q2 | $475K | Buy |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $571K | Sell |
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|
2024
Q3 | $573K | Buy |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $569K | Hold |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $304K | Hold |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $537K | Buy |
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|
2021
Q3 | $408K | Hold |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $417K | Hold |
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|
2020
Q4 | $363K | Hold |
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|
2020
Q3 | $278K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $291K | Hold |
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|
2019
Q2 | $299K | Sell |
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|
2019
Q1 | $307K | Hold |
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|
2018
Q4 | $269K | Hold |
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|
2018
Q3 | $338K | Hold |
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|
2018
Q2 | $329K | Hold |
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|
2018
Q1 | $305K | Sell |
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|
2017
Q4 | $319K | Sell |
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|
2017
Q3 | $322K | Buy |
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|
2017
Q2 | $259K | Hold |
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|
2017
Q1 | $253K | Sell |
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|
2016
Q4 | $262K | Sell |
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|
2016
Q3 | $260K | Hold |
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|
2016
Q2 | $240K | Buy |
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|
2016
Q1 | $223K | Hold |
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|
2015
Q4 | $227K | Buy |
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|
2015
Q3 | $216K | Buy |
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|
2015
Q2 | $210K | Hold |
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|
2015
Q1 | $209K | Hold |
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|
2014
Q4 | $201K | Buy |
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