Culbertson A N & Co’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 | $8.36M | Sell |
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|
2025
Q1 | $7.82M | Sell |
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|
2024
Q4 | $8.69M | Sell |
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|
2024
Q3 | $8.7M | Sell |
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|
2024
Q2 | $8.02M | Sell |
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|
2024
Q1 | $8.42M | Buy |
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|
2023
Q4 | $7.77M | Buy |
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|
2023
Q3 | $6.68M | Buy |
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|
2023
Q2 | $7.07M | Buy |
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|
2023
Q1 | $6.69M | Sell |
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|
2022
Q4 | $6.64M | Sell |
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|
2022
Q3 | $6.3M | Sell |
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|
2022
Q2 | $6.57M | Buy |
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|
2022
Q1 | $7.94M | Buy |
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|
2021
Q4 | $8.51M | Sell |
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|
2021
Q3 | $8.44M | Sell |
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|
2021
Q2 | $8.85M | Sell |
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|
2021
Q1 | $8.52M | Sell |
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|
2020
Q4 | $7.65M | Buy |
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|
2020
Q3 | $5.67M | Buy |
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|
2020
Q2 | $5.39M | Sell |
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|
2020
Q1 | $4.32M | Sell |
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|
2019
Q4 | $6.3M | Sell |
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|
2019
Q3 | $5.95M | Sell |
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|
2019
Q2 | $6.13M | Sell |
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|
2019
Q1 | $6.06M | Sell |
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|
2018
Q4 | $5.5M | Sell |
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|
2018
Q3 | $7.15M | Sell |
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|
2018
Q2 | $6.99M | Sell |
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|
2018
Q1 | $6.56M | Sell |
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|
2017
Q4 | $6.91M | Sell |
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|
2017
Q3 | $6.72M | Sell |
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|
2017
Q2 | $6.47M | Sell |
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|
2017
Q1 | $6.39M | Buy |
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|
2016
Q4 | $6.26M | Sell |
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|
2016
Q3 | $5.89M | Sell |
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|
2016
Q2 | $5.47M | Sell |
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|
2016
Q1 | $5.28M | Buy |
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|
2015
Q4 | $5.23M | Buy |
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|
2015
Q3 | $4.53M | Buy |
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|
2015
Q2 | $4.35M | Buy |
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|
2015
Q1 | $3.84M | Buy |
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|
2014
Q4 | $3.27M | Buy |
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|
2014
Q3 | $2.8M | Sell |
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|
2014
Q2 | $3.1M | Sell |
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|
2014
Q1 | $3.12M | Sell |
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|
2013
Q4 | $3.14M | Sell |
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|
2013
Q3 | $2.94M | Sell |
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|
2013
Q2 | $2.73M | Buy |
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