Grassi Investment 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
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $466K | Buy |
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