Delta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8K | Hold |
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|
2025
Q1 | $34.9K | Hold |
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|
2024
Q4 | $38.7K | Sell |
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|
2024
Q3 | $44.6K | Hold |
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|
2024
Q2 | $41K | Hold |
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|
2024
Q1 | $42.5K | Hold |
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|
2023
Q4 | $40.5K | Hold |
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|
2023
Q3 | $35.7K | Hold |
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|
2023
Q2 | $37.8K | Hold |
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|
2023
Q1 | $36K | Hold |
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|
2022
Q4 | $35.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $45K | Sell |
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|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $72K | Sell |
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|
2021
Q1 | $79K | Buy |
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|
2020
Q4 | $36K | Sell |
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|
2020
Q3 | $52K | Buy |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $84K | Hold |
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|
2019
Q4 | $121K | Buy |
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|
2019
Q3 | $110K | Hold |
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|
2019
Q2 | $113K | Buy |
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|
2019
Q1 | $112K | Buy |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $45K | Hold |
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|
2018
Q2 | $44K | Hold |
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|
2018
Q1 | $41K | Hold |
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|
2017
Q4 | $41K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $19K | Hold |
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|
2014
Q2 | $21K | Hold |
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|
2014
Q1 | $20K | Sell |
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|
2013
Q4 | $37K | Sell |
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|
2013
Q3 | $49K | Buy |
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