Clarkston Capital 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 | $714K | Buy |
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|
2025
Q2 | $561K | Hold |
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|
2025
Q1 | $519K | Sell |
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|
2024
Q4 | $652K | Hold |
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|
2024
Q3 | $652K | Hold |
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|
2024
Q2 | $599K | Hold |
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|
2024
Q1 | $620K | Hold |
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|
2023
Q4 | $592K | Hold |
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|
2023
Q3 | $521K | Hold |
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|
2023
Q2 | $552K | Hold |
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|
2023
Q1 | $526K | Hold |
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|
2022
Q4 | $514K | Hold |
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|
2022
Q3 | $487K | Hold |
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|
2022
Q2 | $500K | Hold |
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|
2022
Q1 | $606K | Buy |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $80K | Sell |
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|
2021
Q1 | $133K | Buy |
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