Global Retirement 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 | $12.5M | Buy |
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|
2025
Q2 | $11.1M | Buy |
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|
2024
Q4 | $13.7M | Buy |
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|
2024
Q3 | $9.42M | Sell |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $8.75M | Sell |
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|
2023
Q3 | $8.83M | Buy |
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|
2023
Q2 | $8.69M | Buy |
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|
2023
Q1 | $6.85M | Buy |
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|
2022
Q4 | $6.57M | Buy |
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|
2022
Q3 | $6.66M | Sell |
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|
2022
Q2 | $7.03M | Sell |
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|
2022
Q1 | $7.79M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $9.22M | Buy |
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|
2021
Q2 | $9.53M | Buy |
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|
2021
Q1 | $8.74M | Sell |
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|
2020
Q4 | $7.82M | Buy |
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|
2020
Q3 | $4.6M | Sell |
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|
2020
Q2 | $5.41M | Sell |
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|
2020
Q1 | $4.88M | Buy |
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|
2019
Q4 | $5.57M | Buy |
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|
2019
Q3 | $4.95M | Buy |
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|
2019
Q2 | $4.88M | Buy |
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|
2019
Q1 | $3.71M | Buy |
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|
2018
Q4 | $3.21M | Buy |
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|
2018
Q3 | $3.73M | Buy |
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|
2018
Q2 | $3.15M | Buy |
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|
2018
Q1 | $2.11M | Sell |
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|
2017
Q4 | $2.17M | Buy |
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|
2017
Q3 | $2.01M | Buy |
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|
2017
Q2 | $1.46M | Buy |
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|
2017
Q1 | $1.28M | Buy |
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|
2016
Q4 | $1.14M | Buy |
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