Chicago Partners Investment Group’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 | $8.79M | Buy |
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|
2025
Q2 | $7.47M | Buy |
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|
2025
Q1 | $6.34M | Sell |
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|
2024
Q4 | $7.17M | Sell |
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|
2024
Q3 | $7.1M | Buy |
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|
2024
Q2 | $7.13M | Buy |
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|
2024
Q1 | $6.25M | Buy |
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|
2023
Q4 | $5.98M | Sell |
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|
2023
Q3 | $5.21M | Hold |
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|
2023
Q2 | $6.16M | Buy |
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|
2023
Q1 | $5.55M | Buy |
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|
2022
Q4 | $5.96M | Sell |
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|
2022
Q3 | $5.56M | Sell |
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|
2022
Q2 | $5.89M | Buy |
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|
2022
Q1 | $5.24M | Buy |
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|
2021
Q4 | $5.92M | Buy |
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|
2021
Q3 | $6.43M | Sell |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $5.99M | Buy |
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|
2020
Q4 | $5.03M | Sell |
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|
2020
Q3 | $3.92M | Buy |
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|
2020
Q2 | $3.5M | Buy |
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|
2020
Q1 | $2.63M | Buy |
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|
2019
Q4 | $3.38M | Buy |
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|
2019
Q3 | $636K | Sell |
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|
2019
Q2 | $646K | Sell |
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|
2019
Q1 | $679K | Sell |
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|
2018
Q4 | $849K | Buy |
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|
2018
Q3 | $403K | Buy |
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|
2018
Q2 | $304K | Sell |
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|
2018
Q1 | $371K | Buy |
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|
2017
Q4 | $170K | Buy |
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|
2017
Q3 | $164K | Buy |
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|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $150K | Buy |
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|
2016
Q4 | $146K | Buy |
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|
2016
Q3 | $134K | Buy |
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|
2016
Q2 | $123K | Hold |
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|
2016
Q1 | $119K | Buy |
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|
2015
Q4 | $120K | Buy |
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|
2015
Q3 | $116K | Buy |
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|
2015
Q2 | $132K | Sell |
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|
2015
Q1 | $131K | Buy |
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|
2014
Q4 | $125K | Buy |
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