Family 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 | $11.9K | Hold |
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|
2025
Q2 | $10.6K | Hold |
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|
2025
Q1 | $9.78K | Sell |
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|
2024
Q4 | $35.1K | Buy |
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|
2024
Q3 | $10.8K | Hold |
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|
2024
Q2 | $9.94K | Sell |
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|
2024
Q1 | $52.4K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $516K | Hold |
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $323K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $26K | Buy |
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