Fort Sheridan Advisors’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 | $660K | Sell |
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|
2025
Q1 | $681K | Sell |
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|
2024
Q4 | $756K | Sell |
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|
2024
Q3 | $769K | Sell |
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|
2024
Q2 | $712K | Buy |
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|
2024
Q1 | $720K | Sell |
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|
2023
Q4 | $691K | Buy |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $587K | Sell |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $594K | Buy |
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|
2022
Q1 | $691K | Buy |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $650K | Buy |
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|
2021
Q1 | $585K | Buy |
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