East Coast 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
Q3 | $595K | Sell |
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|
2025
Q2 | $536K | Hold |
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|
2025
Q1 | $495K | Hold |
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|
2024
Q4 | $548K | Hold |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $507K | Hold |
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|
2024
Q1 | $526K | Hold |
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|
2023
Q4 | $502K | Sell |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $459K | Hold |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $585K | Hold |
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|
2021
Q3 | $575K | Sell |
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|
2021
Q2 | $629K | Hold |
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|
2021
Q1 | $606K | Hold |
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|
2020
Q4 | $538K | Hold |
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|
2020
Q3 | $411K | Hold |
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|
2020
Q2 | $393K | Hold |
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|
2020
Q1 | $314K | Sell |
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|
2019
Q4 | $637K | Sell |
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|
2019
Q3 | $635K | Sell |
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|
2019
Q2 | $666K | Buy |
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|
2019
Q1 | $603K | Sell |
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|
2018
Q4 | $554K | Hold |
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|
2018
Q3 | $697K | Hold |
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|
2018
Q2 | $677K | Hold |
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|
2018
Q1 | $628K | Sell |
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|
2017
Q4 | $760K | Sell |
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|
2017
Q3 | $757K | Hold |
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|
2017
Q2 | $720K | Hold |
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|
2017
Q1 | $703K | Hold |
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|
2016
Q4 | $689K | Hold |
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|
2016
Q3 | $635K | Hold |
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|
2016
Q2 | $588K | Hold |
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|
2016
Q1 | $565K | Sell |
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|
2015
Q4 | $583K | Hold |
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|
2015
Q3 | $566K | Hold |
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|
2015
Q2 | $647K | Sell |
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|
2015
Q1 | $659K | Hold |
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|
2014
Q4 | $634K | Sell |
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|
2014
Q3 | $733K | Hold |
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|
2014
Q2 | $796K | Hold |
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|
2014
Q1 | $780K | Hold |
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|
2013
Q4 | $773K | Sell |
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|
2013
Q3 | $879K | Sell |
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|
2013
Q2 | $865K | Buy |
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