Cynosure Group’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
Q3 | $476K | Buy |
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|
2025
Q2 | $424K | Sell |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $763K | Sell |
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|
2023
Q4 | $774K | Buy |
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|
2023
Q3 | $679K | Hold |
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|
2023
Q2 | $719K | Buy |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $495K | Buy |
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|
2021
Q2 | $518K | Buy |
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|
2021
Q1 | $425K | Hold |
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|
2020
Q4 | $377K | Hold |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $507K | Hold |
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|
2019
Q3 | $463K | Hold |
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|
2019
Q2 | $476K | Hold |
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|
2019
Q1 | $468K | Sell |
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|
2018
Q4 | $460K | Buy |
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