Hazlett, Burt & Watson’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96K | Hold |
442
| – | – | 0.04% | 290 |
|
|
2025
Q1 | $88K | Sell |
442
-115
| -21% | -$22.9K | 0.04% | 287 |
|
|
2024
Q4 | $122K | Buy |
557
+1
| +0.2% | +$219 | 0.05% | 259 |
|
|
2024
Q3 | $122K | Sell |
556
-115
| -17% | -$25.2K | 0.06% | 258 |
|
|
2024
Q2 | $137K | Sell |
671
-24
| -3% | -$4.9K | 0.07% | 229 |
|
|
2024
Q1 | $147K | Buy |
695
+318
| +84% | +$67.3K | 0.09% | 199 |
|
|
2023
Q4 | $76K | Buy |
377
+3
| +0.8% | +$605 | 0.05% | 261 |
|
|
2023
Q3 | $66K | Buy |
374
+307
| +458% | +$54.2K | 0.05% | 266 |
|
|
2023
Q2 | $13K | Buy |
+67
| New | +$13K | 0.01% | 457 |
|
|
2022
Q3 | – | Sell |
-353
| Closed | -$59K | – | 639 |
|
|
2022
Q2 | $59K | Buy |
353
+2
| +0.6% | +$334 | 0.05% | 247 |
|
|
2022
Q1 | $72K | Buy |
+351
| New | +$72K | 0.06% | 244 |
|