Clifford Swan Investment Counsel’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 | $443K | Sell |
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|
2025
Q1 | $429K | Hold |
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|
2024
Q4 | $475K | Hold |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $482K | Hold |
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|
2023
Q3 | $424K | Hold |
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|
2023
Q2 | $450K | Buy |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $380K | Hold |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $416K | Hold |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $416K | Hold |
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|
2020
Q4 | $369K | Sell |
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|
2020
Q3 | $342K | Hold |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $1.95M | Sell |
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|
2019
Q4 | $2.85M | Sell |
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|
2019
Q3 | $2.63M | Hold |
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|
2019
Q2 | $2.7M | Buy |
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|
2019
Q1 | $2.58M | Buy |
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|
2018
Q4 | $2.25M | Sell |
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|
2018
Q3 | $2.9M | Buy |
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|
2018
Q2 | $2.78M | Buy |
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|
2018
Q1 | $2.58M | Sell |
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|
2017
Q4 | $2.6M | Sell |
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|
2017
Q3 | $2.52M | Sell |
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|
2017
Q2 | $3.51M | Buy |
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|
2017
Q1 | $3.34M | Buy |
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|
2016
Q4 | $3.12M | Buy |
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|
2016
Q3 | $2.79M | Buy |
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|
2016
Q2 | $2.57M | Sell |
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|
2016
Q1 | $2.58M | Hold |
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|
2015
Q4 | $2.62M | Sell |
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|
2015
Q3 | $2.79M | Buy |
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