Everett Harris & Co’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 | $260K | Hold |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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