Garde Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.14M | Buy |
4,589
+882
| +24% | +$228K | 0.07% | 90 |
|
|
2025
Q4 | $912K | Sell |
3,707
-10
| -0.3% | -$2.46K | 0.06% | 112 |
|
|
2025
Q3 | $899K | Sell |
3,717
-3,177
| -46% | -$729K | 0.05% | 128 |
|
|
2025
Q2 | $1.49M | Sell |
6,894
-434
| -6% | -$87.3K | 0.08% | 93 |
|
|
2025
Q1 | $1.46M | Sell |
7,328
-3
| -0% | -$651 | 0.08% | 94 |
|
|
2024
Q4 | $1.62M | Sell |
7,331
-43
| -0.6% | -$9.8K | 0.11% | 76 |
|
|
2024
Q3 | $1.63M | Buy |
7,374
+40
| +0.5% | +$8.56K | 0.11% | 74 |
|
|
2024
Q2 | $1.49M | Sell |
7,334
-385
| -5% | -$77.8K | 0.1% | 75 |
|
|
2024
Q1 | $1.62M | Sell |
7,719
-19
| -0.2% | -$3.79K | 0.11% | 73 |
|
|
2023
Q4 | $1.55M | Sell |
7,738
-964
| -11% | -$173K | 0.12% | 72 |
|
|
2023
Q3 | $1.54M | Buy |
8,702
+774
| +10% | +$145K | 0.13% | 66 |
|
|
2023
Q2 | $1.49M | Sell |
7,928
-1,186
| -13% | -$211K | 0.12% | 72 |
|
|
2023
Q1 | $1.63M | Buy |
9,114
+133
| +1% | +$24.5K | 0.18% | 64 |
|
|
2022
Q4 | $1.57M | Buy |
8,981
+2,167
| +32% | +$385K | 0.19% | 62 |
|
|
2022
Q3 | $1.12M | Buy |
6,814
+14
| +0.2% | +$2.55K | 0.15% | 68 |
|
|
2022
Q2 | $1.15M | Sell |
6,800
-52
| -0.8% | -$9.59K | 0.14% | 68 |
|
|
2022
Q1 | $1.41M | Buy |
6,852
+73
| +1% | +$14.9K | 0.14% | 69 |
|
|
2021
Q4 | $1.51M | Buy |
6,779
+5
| +0.1% | +$1.13K | 0.15% | 71 |
|
|
2021
Q3 | $1.48M | Sell |
6,774
-22
| -0.3% | -$4.88K | 0.15% | 67 |
|
|
2021
Q2 | $1.56M | Hold |
6,796
| – | – | 0.16% | 64 |
|
|
2021
Q1 | $1.5M | Buy |
6,796
+1
| +0% | +$218 | 0.17% | 64 |
|
|
2020
Q4 | $1.33M | Sell |
6,795
-975
| -13% | -$171K | 0.16% | 62 |
|
|
2020
Q3 | $1.16M | Buy |
7,770
+143
| +2% | +$21.5K | 0.18% | 59 |
|
|
2020
Q2 | $1.09M | Buy |
7,627
+90
| +1% | +$11.8K | 0.16% | 60 |
|
|
2020
Q1 | $863K | Buy |
7,537
+468
| +7% | +$69.8K | 0.15% | 57 |
|
|
2019
Q4 | $1.17M | Sell |
7,069
-4
| -0.1% | -$632 | 0.17% | 56 |
|
|
2019
Q3 | $1.07M | Hold |
7,073
| – | – | 0.17% | 55 |
|
|
2019
Q2 | $1.1M | Sell |
7,073
-826
| -10% | -$127K | 0.18% | 53 |
|
|
2019
Q1 | $1.21M | Sell |
7,899
-60
| -0.8% | -$9.02K | 0.21% | 49 |
|
|
2018
Q4 | $1.07M | Sell |
7,959
-619
| -7% | -$92.4K | 0.19% | 65 |
|
|
2018
Q3 | $1.3M | Buy |
8,578
+3,537
| +70% | +$597K | 0.22% | 58 |
|
|
2018
Q2 | $826K | Sell |
5,041
-2,433
| -33% | -$389K | 0.14% | 78 |
|
|
2018
Q1 | $1.14M | Buy |
7,474
+2,242
| +43% | +$346K | 0.21% | 57 |
|
|
2017
Q4 | $798K | Buy |
+5,232
| New | +$786K | 0.15% | 80 |
|
|
2015
Q3 | – | Sell |
-1,800
| Closed | -$225K | – | 144 |
|
|
2015
Q2 | $225K | Buy |
+1,800
| New | +$225K | 0.07% | 134 |
|
|
2015
Q1 | – | Sell |
-1,689
| Closed | -$202K | – | 147 |
|
|
2014
Q4 | $202K | Buy |
+1,689
| New | +$193K | 0.06% | 134 |
|
Other funds holding IWM
