Clear Investment Research’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
Q2 | $28K | Sell |
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2025
Q1 | $67.9K | Hold |
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2024
Q4 | $75.1K | Buy |
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2024
Q3 | $69.3K | Sell |
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2024
Q2 | $90.1K | Sell |
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2024
Q1 | $103K | Buy |
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2023
Q4 | $94.4K | Hold |
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2023
Q3 | $83.1K | Hold |
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2023
Q2 | $88K | Hold |
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2023
Q1 | $83.9K | Buy |
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2022
Q4 | $82K | Hold |
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2022
Q3 | $77K | Hold |
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2022
Q2 | $80K | Buy |
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2022
Q1 | $96K | Sell |
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2021
Q4 | $198K | Buy |
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2021
Q3 | $194K | Buy |
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2021
Q2 | $167K | Sell |
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2021
Q1 | $212K | Buy |
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2020
Q4 | $165K | Buy |
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2020
Q3 | $102K | Sell |
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2020
Q2 | $101K | Buy |
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2020
Q1 | $67K | Sell |
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2019
Q4 | $110K | Buy |
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