Edmond de Rothschild Holding’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 | $1.3M | Buy |
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|
2025
Q2 | $774K | Sell |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $2.41M | Hold |
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|
2022
Q1 | $2.92M | Buy |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $489K | Buy |
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|
2020
Q2 | $389K | Sell |
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|
2020
Q1 | $323K | Sell |
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|
2019
Q4 | $512K | Hold |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $566K | Buy |
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|
2019
Q1 | $416K | Sell |
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|
2018
Q4 | $418K | Sell |
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|
2018
Q3 | $3.04M | Buy |
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|
2018
Q2 | $2.45M | Buy |
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|
2018
Q1 | $1.48M | Buy |
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|
2017
Q4 | $1.26M | Sell |
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|
2017
Q3 | $1.37M | Sell |
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|
2017
Q2 | $4.53M | Buy |
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|
2017
Q1 | $2.09M | Buy |
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|
2016
Q4 | $1.72M | Buy |
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|
2016
Q3 | $1.56M | Sell |
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|
2016
Q2 | $1.85M | Sell |
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|
2016
Q1 | $1.97M | Sell |
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|
2015
Q4 | $3.36M | Sell |
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|
2015
Q3 | $3.61M | Sell |
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|
2015
Q2 | $12.1M | Buy |
|