Geneva Partners’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 | $454K | Buy |
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|
2025
Q2 | $405K | Sell |
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|
2025
Q1 | $924K | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $637K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $549K | Sell |
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|
2021
Q3 | $963K | Buy |
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|
2021
Q2 | $917K | Buy |
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|
2021
Q1 | $816K | Buy |
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|
2020
Q4 | $640K | Buy |
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