Essex Financial Services’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
Q2 | $2.49M | Buy |
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|
2025
Q1 | $2.16M | Buy |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.05M | Hold |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $681K | Buy |
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|
2020
Q3 | $467K | Buy |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $389K | Buy |
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|
2019
Q4 | $285K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Buy |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $629K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $518K | Sell |
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|
2017
Q1 | $794K | Sell |
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|
2016
Q4 | $798K | Buy |
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|
2016
Q3 | $723K | Buy |
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|
2016
Q2 | $650K | Sell |
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|
2016
Q1 | $718K | Sell |
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|
2015
Q4 | $912K | Buy |
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|
2015
Q3 | $697K | Buy |
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|
2015
Q2 | $796K | Buy |
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|
2015
Q1 | $773K | Buy |
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|
2014
Q4 | $634K | Buy |
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|
2014
Q3 | $555K | Buy |
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|
2014
Q2 | $541K | Buy |
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|
2014
Q1 | $448K | Hold |
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|
2013
Q4 | $445K | Sell |
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|
2013
Q3 | $532 | Hold |
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|
2013
Q2 | $484K | Buy |
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