Edge Wealth 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 | $27.9M | Buy |
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|
2025
Q2 | $24.8M | Sell |
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|
2025
Q1 | $23.8M | Buy |
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|
2024
Q4 | $25.8M | Sell |
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|
2024
Q3 | $26.1M | Buy |
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|
2024
Q2 | $24M | Sell |
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|
2024
Q1 | $25.3M | Buy |
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|
2023
Q4 | $24M | Sell |
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|
2023
Q3 | $21.4M | Sell |
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|
2023
Q2 | $23M | Buy |
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|
2023
Q1 | $21.1M | Sell |
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|
2022
Q4 | $21.2M | Sell |
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|
2022
Q3 | $23.2M | Buy |
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|
2022
Q2 | $23.3M | Buy |
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|
2022
Q1 | $23.4M | Buy |
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|
2021
Q4 | $24.6M | Buy |
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|
2021
Q3 | $23.6M | Buy |
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|
2021
Q2 | $22.3M | Buy |
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|
2021
Q1 | $21.4M | Buy |
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|
2020
Q4 | $18.3M | Buy |
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|
2020
Q3 | $8.31M | Buy |
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|
2020
Q2 | $472K | Sell |
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|
2020
Q1 | $580K | Buy |
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|
2019
Q4 | $546K | Sell |
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|
2019
Q3 | $505K | Sell |
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|
2019
Q2 | $2.03M | Buy |
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|
2019
Q1 | $467K | Sell |
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|
2018
Q4 | $470K | Sell |
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|
2018
Q3 | $9.73M | Sell |
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|
2018
Q2 | $9.47M | Sell |
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|
2018
Q1 | $9.02M | Buy |
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|
2017
Q4 | $137K | Buy |
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|
2017
Q3 | $101K | Buy |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $7K | Hold |
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|
2016
Q3 | $7K | Sell |
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|
2016
Q2 | $83K | Buy |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $39K | Buy |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $7K | Sell |
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|
2014
Q3 | $555K | Buy |
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|
2014
Q2 | $7K | Sell |
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|
2014
Q1 | $7K | Hold |
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|
2013
Q4 | $7K | Hold |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
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