Cooper/Haims Advisors’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 | $782K | Buy |
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|
2025
Q1 | $722K | Hold |
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|
2024
Q4 | $800K | Sell |
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|
2024
Q3 | $818K | Sell |
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|
2024
Q2 | $776K | Buy |
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|
2024
Q1 | $804K | Sell |
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|
2023
Q4 | $807K | Buy |
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|
2023
Q3 | $640K | Hold |
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|
2023
Q2 | $678K | Buy |
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|
2023
Q1 | $646K | Sell |
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|
2022
Q4 | $653K | Buy |
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|
2022
Q3 | $617K | Hold |
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|
2022
Q2 | $634K | Sell |
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|
2022
Q1 | $774K | Hold |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $825K | Hold |
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|
2021
Q2 | $865K | Sell |
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|
2021
Q1 | $857K | Hold |
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|
2020
Q4 | $760K | Buy |
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|
2020
Q3 | $581K | Hold |
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|
2020
Q2 | $555K | Buy |
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|
2020
Q1 | $443K | Hold |
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|
2019
Q4 | $642K | Buy |
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|
2019
Q3 | $586K | Hold |
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|
2019
Q2 | $602K | Sell |
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|
2019
Q1 | $611K | Sell |
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|
2018
Q4 | $554K | Sell |
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|
2018
Q3 | $761K | Sell |
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|
2018
Q2 | $811K | Buy |
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|
2018
Q1 | $671K | Hold |
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|
2017
Q4 | $674K | Buy |
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