Clean Yield 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 | $121K | Hold |
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|
2025
Q2 | $108K | Hold |
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|
2025
Q1 | $99.7K | Hold |
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|
2024
Q4 | $110K | Hold |
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|
2024
Q3 | $110K | Sell |
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|
2024
Q2 | $127K | Buy |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $87.8K | Hold |
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|
2023
Q2 | $93.6K | Sell |
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|
2023
Q1 | $107K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $99K | Hold |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $123K | Sell |
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|
2021
Q4 | $161K | Hold |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $166K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $142K | Hold |
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|
2020
Q3 | $109K | Buy |
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|
2020
Q2 | $97K | Hold |
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|
2020
Q1 | $77K | Sell |
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|
2019
Q4 | $145K | Buy |
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|
2019
Q3 | $102K | Sell |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $119K | Sell |
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|
2018
Q4 | $144K | Buy |
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