Edge Capital 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
2024
Q4
$3.71M Sell
2024
Q3
$4M Sell
2024
Q2
$3.74M Sell
2024
Q1
$3.94M Sell
2023
Q4
$3.85M Sell
2023
Q3
$5.65M Buy
2023
Q2
$4.76M Buy
2023
Q1
$2.49M Sell
2022
Q4
$2.47M Sell
2022
Q3
$3.04M Sell
2022
Q2
$3.3M Sell
2022
Q1
$4.99M Sell
2021
Q4
$13.7M Buy
2021
Q3
$5.16M Buy
2021
Q2
$4.65M Sell
2021
Q1
$7.23M Sell
2020
Q4
$10.6M Sell
2020
Q3
$9.07M Buy
2020
Q2
$8.29M Buy
2020
Q1
$3.35M Sell
2019
Q4
$6.23M Buy
2019
Q3
$5.61M Sell
2019
Q2
$6.22M Sell
2019
Q1
$16.7M Sell
2018
Q4
$15.6M Buy