Empirical Wealth 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 | $2.32M | Sell |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.81M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $901K | Sell |
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|
2020
Q2 | $872K | Buy |
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|
2020
Q1 | $580K | Buy |
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|
2019
Q4 | $554K | Sell |
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|
2019
Q3 | $554K | Buy |
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|
2019
Q2 | $545K | Buy |
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|
2019
Q1 | $531K | Sell |
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|
2018
Q4 | $478K | Sell |
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|
2018
Q3 | $629K | Buy |
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|
2018
Q2 | $536K | Sell |
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|
2018
Q1 | $507K | Sell |
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|
2017
Q4 | $536K | Buy |
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|
2017
Q3 | $382K | Sell |
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|
2017
Q2 | $391K | Buy |
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|
2017
Q1 | $277K | Buy |
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|
2016
Q4 | $271K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $210K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $236K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $330K | Buy |
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