Elm Partners 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 | $546K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $112K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $125K | Hold |
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|
2021
Q1 | $120K | Hold |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $1.21M | Hold |
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|
2019
Q3 | $1.21M | Hold |
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|
2019
Q2 | $1.24M | Buy |
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