EIG
Ellenbecker Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
5,972
+11
| +0.2% | +$2.37K | 0.21% | 35 |
|
|
2025
Q1 | $1.19M | Sell |
5,961
-19
| -0.3% | -$3.79K | 0.21% | 37 |
|
|
2024
Q4 | $1.32M | Buy |
5,980
+25
| +0.4% | +$5.52K | 0.24% | 34 |
|
|
2024
Q3 | $1.32M | Sell |
5,955
-35
| -0.6% | -$7.73K | 0.25% | 33 |
|
|
2024
Q2 | $1.22M | Buy |
5,990
+12
| +0.2% | +$2.44K | 0.24% | 34 |
|
|
2024
Q1 | $1.26M | Hold |
5,978
| – | – | 0.26% | 33 |
|
|
2023
Q4 | $1.2M | Buy |
5,978
+21
| +0.4% | +$4.21K | 0.28% | 32 |
|
|
2023
Q3 | $1.05M | Buy |
5,957
+16
| +0.3% | +$2.83K | 0.27% | 34 |
|
|
2023
Q2 | $1.11M | Buy |
5,941
+54
| +0.9% | +$10.1K | 0.28% | 31 |
|
|
2023
Q1 | $1.05M | Buy |
5,887
+18
| +0.3% | +$3.21K | 0.29% | 33 |
|
|
2022
Q4 | $1.02M | Buy |
5,869
+33
| +0.6% | +$5.75K | 0.3% | 30 |
|
|
2022
Q3 | $962K | Buy |
5,836
+21
| +0.4% | +$3.46K | 0.3% | 28 |
|
|
2022
Q2 | $984K | Buy |
5,815
+15
| +0.3% | +$2.54K | 0.3% | 29 |
|
|
2022
Q1 | $1.19M | Buy |
5,800
+88
| +2% | +$18.1K | 0.34% | 26 |
|
|
2021
Q4 | $1.27M | Sell |
5,712
-25
| -0.4% | -$5.56K | 0.35% | 26 |
|
|
2021
Q3 | $1.26M | Sell |
5,737
-72
| -1% | -$15.8K | 0.39% | 26 |
|
|
2021
Q2 | $1.33M | Sell |
5,809
-608
| -9% | -$139K | 0.44% | 26 |
|
|
2021
Q1 | $1.42M | Sell |
6,417
-336
| -5% | -$74.2K | 0.5% | 25 |
|
|
2020
Q4 | $1.32M | Sell |
6,753
-176
| -3% | -$34.5K | 0.49% | 26 |
|
|
2020
Q3 | $1.04M | Sell |
6,929
-344
| -5% | -$51.5K | 0.44% | 26 |
|
|
2020
Q2 | $1.04M | Buy |
7,273
+226
| +3% | +$32.3K | 0.52% | 22 |
|
|
2020
Q1 | $807K | Sell |
7,047
-347
| -5% | -$39.7K | 0.51% | 22 |
|
|
2019
Q4 | $1.23M | Sell |
7,394
-67
| -0.9% | -$11.1K | 0.64% | 20 |
|
|
2019
Q3 | $1.13M | Buy |
7,461
+235
| +3% | +$35.6K | 0.64% | 20 |
|
|
2019
Q2 | $1.12M | Buy |
7,226
+21
| +0.3% | +$3.27K | 0.66% | 18 |
|
|
2019
Q1 | $1.1M | Buy |
7,205
+120
| +2% | +$18.4K | 0.71% | 17 |
|
|
2018
Q4 | $949K | Buy |
7,085
+375
| +6% | +$50.2K | 0.74% | 19 |
|
|
2018
Q3 | $1.13M | Sell |
6,710
-555
| -8% | -$93.5K | 0.83% | 19 |
|
|
2018
Q2 | $1.19M | Hold |
7,265
| – | – | 0.94% | 18 |
|
|
2018
Q1 | $1.1M | Buy |
7,265
+96
| +1% | +$14.6K | 0.91% | 17 |
|
|
2017
Q4 | $1.09M | Buy |
+7,169
| New | +$1.09M | 0.91% | 17 |
|