Grimes & Company’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 | $9.48M | Sell |
|
|||||
|
2025
Q1 | $9.98M | Sell |
|
|||||
|
2024
Q4 | $100M | Sell |
|
|||||
|
2024
Q3 | $102M | Sell |
|
|||||
|
2024
Q2 | $95.2M | Sell |
|
|||||
|
2024
Q1 | $101M | Sell |
|
|||||
|
2023
Q4 | $99M | Buy |
|
|||||
|
2023
Q3 | $87.1M | Sell |
|
|||||
|
2023
Q2 | $175M | Buy |
|
|||||
|
2023
Q1 | $6.03M | Sell |
|
|||||
|
2022
Q4 | $5.98M | Sell |
|
|||||
|
2022
Q3 | $75.2M | Buy |
|
|||||
|
2022
Q2 | $3.68M | Sell |
|
|||||
|
2022
Q1 | $4.47M | Sell |
|
|||||
|
2021
Q4 | $5.27M | Buy |
|
|||||
|
2021
Q3 | $5.07M | Buy |
|
|||||
|
2021
Q2 | $5.28M | Sell |
|
|||||
|
2021
Q1 | $5.11M | Buy |
|
|||||
|
2020
Q4 | $4.36M | Buy |
|
|||||
|
2020
Q3 | $3.33M | Sell |
|
|||||
|
2020
Q2 | $3.39M | Buy |
|
|||||
|
2020
Q1 | $2.48M | Buy |
|
|||||
|
2019
Q4 | $1.17M | Buy |
|
|||||
|
2019
Q3 | $786K | Buy |
|
|||||
|
2019
Q2 | $756K | Buy |
|
|||||
|
2019
Q1 | $739K | Buy |
|
|||||
|
2018
Q4 | $589K | Buy |
|
|||||
|
2018
Q3 | $436K | Sell |
|
|||||
|
2018
Q2 | $580K | Buy |
|
|||||
|
2018
Q1 | $210K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $237K | Buy |
|