Hazlett, Burt & Watson’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 | $78K | Sell |
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|
2025
Q2 | $96K | Hold |
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|
2025
Q1 | $88K | Sell |
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|
2024
Q4 | $122K | Buy |
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|
2024
Q3 | $122K | Sell |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $147K | Buy |
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|
2023
Q4 | $76K | Buy |
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|
2023
Q3 | $66K | Buy |
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|
2023
Q2 | $13K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $59K | Buy |
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|
2022
Q1 | $72K | Buy |
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