Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $748K | Sell |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $3.49M | Sell |
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|
2022
Q2 | $4.07M | Sell |
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|
2022
Q1 | $5.51M | Sell |
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|
2021
Q4 | $6.81M | Sell |
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|
2021
Q3 | $7.69M | Buy |
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|
2021
Q2 | $6.16M | Buy |
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|
2021
Q1 | $3.79M | Buy |
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|
2020
Q4 | $431K | Sell |
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|
2020
Q3 | $383K | Sell |
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|
2020
Q2 | $483K | Sell |
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|
2020
Q1 | $656K | Sell |
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|
2019
Q4 | $2.54M | Buy |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $2.6M | Sell |
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|
2019
Q1 | $2.56M | Sell |
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|
2018
Q4 | $2.75M | Buy |
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|
2018
Q3 | $3.05M | Buy |
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