Crestone Asset Management’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
2024
Q2
Sell
2024
Q1
$1.82M Buy
2023
Q4
$1.69M Sell
2023
Q3
$1.9M Buy
2023
Q2
$1.89M Buy
2023
Q1
$1.75M Hold
2022
Q4
$1.71M Buy
2022
Q3
$616K Sell
2022
Q2
$1.04M Buy
2022
Q1
$454K Hold
2021
Q4
$492K Sell
2021
Q3
$493K Hold
2021
Q2
$517K Hold
2021
Q1
$498K Buy
2017
Q4
Sell
2017
Q3
$237K Hold
2017
Q2
$225K Hold
2017
Q1
$220K Hold
2016
Q4
$216K Buy