Guyasuta Investment Advisors’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 | $1.38M | Hold |
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|
2025
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.4M | Hold |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.19M | Hold |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1.03M | Hold |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.36M | Hold |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $927K | Buy |
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|
2020
Q2 | $690K | Hold |
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|
2020
Q1 | $551K | Hold |
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|
2019
Q4 | $798K | Sell |
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|
2019
Q3 | $744K | Sell |
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|
2019
Q2 | $791K | Hold |
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|
2019
Q1 | $778K | Sell |
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|
2018
Q4 | $706K | Buy |
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|
2018
Q3 | $863K | Hold |
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|
2018
Q2 | $839K | Sell |
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|
2018
Q1 | $804K | Buy |
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|
2017
Q4 | $633K | Buy |
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|
2017
Q3 | $612K | Sell |
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|
2017
Q2 | $619K | Sell |
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|
2017
Q1 | $6.57M | Sell |
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|
2016
Q4 | $6.46M | Sell |
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|
2016
Q3 | $5.97M | Buy |
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|
2016
Q2 | $545K | Hold |
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|
2016
Q1 | $524K | Hold |
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|
2015
Q4 | $534K | Sell |
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|
2015
Q3 | $521K | Sell |
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|
2015
Q2 | $611K | Hold |
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|
2015
Q1 | $609K | Sell |
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|
2014
Q4 | $587K | Sell |
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|
2014
Q3 | $543K | Buy |
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|
2014
Q2 | $575K | Sell |
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|
2014
Q1 | $603K | Sell |
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|
2013
Q4 | $601K | Sell |
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|
2013
Q3 | $667K | Sell |
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|
2013
Q2 | $617K | Buy |
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