Hamilton Point 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 | $78.2K | Hold |
|
|||||
|
2025
Q2 | $69.7K | Hold |
|
|||||
|
2025
Q1 | $64.4K | Hold |
|
|||||
|
2024
Q4 | $71.4K | Hold |
|
|||||
|
2024
Q3 | $71.3K | Hold |
|
|||||
|
2024
Q2 | $65.5K | Hold |
|
|||||
|
2024
Q1 | $67.9K | Sell |
|
|||||
|
2023
Q4 | $568K | Buy |
|
|||||
|
2023
Q3 | $465K | Hold |
|
|||||
|
2023
Q2 | $490K | Hold |
|
|||||
|
2023
Q1 | $467K | Buy |
|