Evensky & Katz’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 | $790K | Sell |
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|
2025
Q1 | $747K | Buy |
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|
2024
Q4 | $827K | Buy |
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|
2024
Q3 | $825K | Sell |
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|
2024
Q2 | $903K | Buy |
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|
2024
Q1 | $782K | Sell |
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|
2023
Q4 | $770K | Sell |
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|
2023
Q3 | $692K | Buy |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $756K | Buy |
|
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $536K | Hold |
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|
2022
Q2 | $550K | Buy |
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|
2022
Q1 | $665K | Buy |
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|
2021
Q4 | $720K | Sell |
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|
2021
Q3 | $812K | Sell |
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|
2021
Q2 | $873K | Buy |
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|
2021
Q1 | $818K | Sell |
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|
2020
Q4 | $797K | Buy |
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|
2020
Q3 | $605K | Sell |
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|
2020
Q2 | $586K | Sell |
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|
2020
Q1 | $497K | Buy |
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|
2019
Q4 | $683K | Sell |
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|
2019
Q3 | $875K | Sell |
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|
2019
Q2 | $980K | Buy |
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|
2019
Q1 | $960K | Buy |
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|
2018
Q4 | $829K | Sell |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $1.18M | Sell |
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|
2018
Q1 | $1.13M | Sell |
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|
2017
Q4 | $1.14M | Sell |
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|
2017
Q3 | $1.1M | Sell |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.22M | Sell |
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|
2016
Q2 | $1.85M | Sell |
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|
2016
Q1 | $2.37M | Sell |
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|
2015
Q4 | $2.66M | Hold |
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|
2015
Q3 | $2.71M | Sell |
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|
2015
Q2 | $3.67M | Sell |
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|
2015
Q1 | $3.65M | Buy |
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|
2014
Q4 | $217K | Sell |
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|
2014
Q3 | $3.36M | Buy |
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|
2014
Q2 | $200K | Buy |
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|
2014
Q1 | $81K | Sell |
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|
2013
Q4 | $95K | Buy |
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|
2013
Q3 | $79K | Hold |
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|
2013
Q2 | $79K | Buy |
|