Formidable Asset 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 | $734K | Sell |
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|
2025
Q2 | $690K | Hold |
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|
2025
Q1 | $690K | Buy |
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|
2024
Q4 | $741K | Hold |
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|
2024
Q3 | $741K | Sell |
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|
2024
Q2 | $682K | Buy |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $471K | Hold |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $452K | Hold |
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|
2022
Q2 | $431K | Hold |
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|
2022
Q1 | $520K | Hold |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $553K | Hold |
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|
2021
Q2 | $544K | Hold |
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|
2021
Q1 | $565K | Hold |
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|
2020
Q4 | $490K | Hold |
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|
2020
Q3 | $387K | Hold |
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|
2020
Q2 | $371K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $415K | Hold |
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|
2019
Q2 | $429K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $387K | Sell |
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|
2017
Q2 | $369K | Buy |
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|
2017
Q1 | $349K | Hold |
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|
2016
Q4 | $340K | Buy |
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|
2016
Q3 | $312K | Buy |
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|
2016
Q2 | $269K | Buy |
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|
2016
Q1 | $232K | Hold |
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|
2015
Q4 | $222K | Hold |
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|
2015
Q3 | $223K | Hold |
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|
2015
Q2 | $256K | Hold |
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|
2015
Q1 | $251K | Hold |
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|
2014
Q4 | $245K | Hold |
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|
2014
Q3 | $239K | Hold |
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|
2014
Q2 | $244K | Hold |
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|
2014
Q1 | $227K | Hold |
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|
2013
Q4 | $227K | Sell |
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|
2013
Q3 | $258K | Buy |
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