Hennion & Walsh Asset Management’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 | $815K | Sell |
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|
2025
Q2 | $727K | Buy |
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|
2025
Q1 | $672K | Hold |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $743K | Hold |
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|
2024
Q2 | $684K | Hold |
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|
2024
Q1 | $709K | Sell |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $285K | Buy |
|