First Heartland Consultants’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 | $650K | Sell |
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|
2025
Q1 | $920K | Sell |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $484 | Sell |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $3.4M | Buy |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $308 | Buy |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $1.11K | Sell |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $4.16M | Sell |
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|
2021
Q1 | $4.33M | Buy |
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|
2020
Q4 | $686K | Buy |
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|
2020
Q3 | $222K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.89M | Sell |
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|
2018
Q3 | $4.63M | Buy |
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|
2018
Q2 | $987K | Sell |
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|
2018
Q1 | $3.13M | Sell |
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|
2017
Q4 | $5.63M | Buy |
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|
2017
Q3 | $690K | Sell |
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|
2017
Q2 | $678K | Sell |
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|
2017
Q1 | $7.27M | Sell |
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|
2016
Q4 | $8.58M | Buy |
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|
2016
Q3 | $3.62M | Buy |
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|
2016
Q2 | $403 | Sell |
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|
2016
Q1 | $458K | Sell |
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|
2015
Q4 | $1.83M | Sell |
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|
2015
Q3 | $8.88M | Buy |
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|
2015
Q2 | $10K | Buy |
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|
2015
Q1 | $7.06M | Buy |
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|
2014
Q4 | $490K | Sell |
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|
2014
Q3 | $463K | Sell |
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|
2014
Q2 | $2.35M | Sell |
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|
2014
Q1 | $8.81M | Buy |
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|
2013
Q4 | $7.99M | Buy |
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|
2013
Q3 | $5.58M | Sell |
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|
2013
Q2 | $6.26M | Buy |
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