Gemmer 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 | $486K | Buy |
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|
2025
Q2 | $331K | Hold |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $208K | Hold |
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|
2020
Q1 | $166K | Buy |
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|
2019
Q4 | $176K | Hold |
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|
2019
Q3 | $161K | Hold |
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|
2019
Q2 | $165K | Sell |
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|
2019
Q1 | $184K | Buy |
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|
2018
Q4 | $119K | Buy |
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|
2018
Q3 | $129K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Buy |
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