Elgethun Capital 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 | $999K | Hold |
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|
2025
Q2 | $891K | Hold |
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|
2025
Q1 | $824K | Hold |
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|
2024
Q4 | $912K | Hold |
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|
2024
Q3 | $912K | Buy |
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|
2024
Q2 | $837K | Buy |
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|
2024
Q1 | $865K | Sell |
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|
2023
Q4 | $841K | Buy |
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|
2023
Q3 | $736K | Sell |
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|
2023
Q2 | $804K | Buy |
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|
2023
Q1 | $769K | Sell |
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|
2022
Q4 | $748K | Buy |
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|
2022
Q3 | $711K | Sell |
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|
2022
Q2 | $732K | Buy |
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|
2022
Q1 | $890K | Buy |
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|
2021
Q4 | $970K | Buy |
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|
2021
Q3 | $940K | Hold |
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|
2021
Q2 | $986K | Buy |
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|
2021
Q1 | $947K | Hold |
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|
2020
Q4 | $840K | Buy |
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|
2020
Q3 | $640K | Hold |
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|
2020
Q2 | $613K | Sell |
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|
2020
Q1 | $494K | Hold |
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|
2019
Q4 | $715K | Hold |
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|
2019
Q3 | $653K | Hold |
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|
2019
Q2 | $671K | Buy |
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|
2019
Q1 | $654K | Hold |
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|
2018
Q4 | $575K | Sell |
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|
2018
Q3 | $729K | Hold |
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|
2018
Q2 | $705K | Hold |
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|
2018
Q1 | $655K | Sell |
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|
2017
Q4 | $666K | Sell |
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|
2017
Q3 | $707K | Buy |
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|
2017
Q2 | $665K | Hold |
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|
2017
Q1 | $649K | Sell |
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|
2016
Q4 | $823K | Buy |
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