Edgestream Partners’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 | $572K | Sell |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $597K | Buy |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.83M | Buy |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $956K | Sell |
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|
2022
Q1 | $2.53M | Sell |
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|
2021
Q4 | $7.59M | Buy |
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|
2021
Q3 | $3.92M | Sell |
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|
2021
Q2 | $6.51M | Buy |
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|
2021
Q1 | $3.32M | Buy |
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|
2020
Q4 | $2.12M | Sell |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $983K | Buy |
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|
2019
Q3 | $797K | Sell |
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|
2019
Q2 | $903K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $503K | Sell |
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|
2018
Q3 | $715K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $400K | Buy |
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|
2017
Q1 | $316K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $344K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $250K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $945K | Sell |
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|
2014
Q3 | $3.72M | Buy |
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|
2014
Q2 | $3.6M | Buy |
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