First Business 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
Q3 | $1.21M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.18M | Hold |
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|
2024
Q4 | $1.31M | Hold |
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|
2024
Q3 | $1.31M | Hold |
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|
2024
Q2 | $1.2M | Hold |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.19M | Hold |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.16M | Hold |
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|
2023
Q1 | $1.11M | Hold |
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|
2022
Q4 | $1.08M | Hold |
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|
2022
Q3 | $1.02M | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $991K | Hold |
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|
2021
Q3 | $975K | Buy |
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|
2021
Q2 | $560K | Hold |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.58M | Sell |
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|
2019
Q1 | $1.67M | Sell |
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|
2018
Q4 | $2.27M | Sell |
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|
2018
Q3 | $22.9M | Sell |
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|
2018
Q2 | $23.3M | Sell |
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|
2018
Q1 | $32.8M | Buy |
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|
2017
Q4 | $31.5M | Buy |
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|
2017
Q3 | $29.4M | Buy |
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|
2017
Q2 | $27.1M | Buy |
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|
2017
Q1 | $26.1M | Buy |
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|
2016
Q4 | $549K | Hold |
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|
2016
Q3 | $506K | Buy |
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|
2016
Q2 | $271K | Buy |
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|
2016
Q1 | $237K | Sell |
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|
2015
Q4 | $441K | Hold |
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|
2015
Q3 | $428K | Buy |
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