Corient Private Wealth’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 | $399M | Buy |
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|
2025
Q1 | $197M | Buy |
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|
2024
Q4 | $67.4M | Sell |
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|
2024
Q3 | $82.3M | Buy |
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|
2024
Q2 | $60.2M | Buy |
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|
2024
Q1 | $60.8M | Sell |
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|
2023
Q4 | $64.4M | Sell |
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|
2023
Q3 | $86.5M | Buy |
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|
2023
Q2 | $44.6M | Buy |
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|
2023
Q1 | $35.2M | Buy |
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|
2022
Q4 | $28.2M | Buy |
|