HM Payson & Co’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 | $1.93M | Buy |
|
|||||
|
2025
Q2 | $1.72M | Sell |
|
|||||
|
2025
Q1 | $1.61M | Sell |
|
|||||
|
2024
Q4 | $1.78M | Buy |
|
|||||
|
2024
Q3 | $1.76M | Buy |
|
|||||
|
2024
Q2 | $1.61M | Sell |
|
|||||
|
2024
Q1 | $1.79M | Sell |
|
|||||
|
2023
Q4 | $1.79M | Sell |
|
|||||
|
2023
Q3 | $3.09M | Buy |
|
|||||
|
2023
Q2 | $3.18M | Sell |
|
|||||
|
2023
Q1 | $3.5M | Buy |
|
|||||
|
2022
Q4 | $3.41M | Sell |
|
|||||
|
2022
Q3 | $3.37M | Sell |
|
|||||
|
2022
Q2 | $3.47M | Buy |
|
|||||
|
2022
Q1 | $4.19M | Buy |
|
|||||
|
2021
Q4 | $4.46M | Buy |
|
|||||
|
2021
Q3 | $4.37M | Hold |
|
|||||
|
2021
Q2 | $4.59M | Sell |
|
|||||
|
2021
Q1 | $5.32M | Sell |
|
|||||
|
2020
Q4 | $4.84M | Sell |
|
|||||
|
2020
Q3 | $3.7M | Buy |
|
|||||
|
2020
Q2 | $3.05M | Sell |
|
|||||
|
2020
Q1 | $4.26M | Sell |
|
|||||
|
2019
Q4 | $7.8M | Sell |
|
|||||
|
2019
Q3 | $7.48M | Sell |
|
|||||
|
2019
Q2 | $8.22M | Sell |
|
|||||
|
2019
Q1 | $8.84M | Buy |
|
|||||
|
2018
Q4 | $4K | Sell |
|
|||||
|
2018
Q3 | $5.64M | Sell |
|
|||||
|
2018
Q2 | $6.85M | Buy |
|
|||||
|
2018
Q1 | $5.35M | Buy |
|
|||||
|
2017
Q4 | $5.21M | Sell |
|
|||||
|
2017
Q3 | $9.24M | Buy |
|
|||||
|
2017
Q2 | $8.43M | Sell |
|
|||||
|
2017
Q1 | $9.22M | Buy |
|
|||||
|
2016
Q4 | $3.66M | Buy |
|
|||||
|
2016
Q3 | $2.47M | Buy |
|
|||||
|
2016
Q2 | $2.28M | Buy |
|
|||||
|
2016
Q1 | $2.18M | Buy |
|
|||||
|
2015
Q4 | $2.17M | Sell |
|
|||||
|
2015
Q3 | $2.43M | Buy |
|
|||||
|
2015
Q2 | $2.76M | Buy |
|
|||||
|
2015
Q1 | $2.53M | Buy |
|
|||||
|
2014
Q4 | $2.19M | Sell |
|
|||||
|
2014
Q3 | $2.03M | Sell |
|
|||||
|
2014
Q2 | $2.33M | Sell |
|
|||||
|
2014
Q1 | $2.52M | Sell |
|
|||||
|
2013
Q4 | $2.58M | Sell |
|
|||||
|
2013
Q3 | $2.52M | Sell |
|
|||||
|
2013
Q2 | $2.6M | Buy |
|