Hohimer Wealth 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
Q2 | $513K | Hold |
|
|||||
|
2025
Q1 | $474K | Hold |
|
|||||
|
2024
Q4 | $525K | Buy |
|
|||||
|
2024
Q3 | $420K | Hold |
|
|||||
|
2024
Q2 | $385K | Hold |
|
|||||
|
2024
Q1 | $400K | Hold |
|
|||||
|
2023
Q4 | $381K | Hold |
|
|||||
|
2023
Q3 | $336K | Hold |
|
|||||
|
2023
Q2 | $356K | Hold |
|
|||||
|
2023
Q1 | $339K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $228K | Sell |
|
|||||
|
2021
Q4 | $254K | Hold |
|
|||||
|
2021
Q3 | $250K | Buy |
|
|||||
|
2021
Q2 | $259K | Sell |
|
|||||
|
2021
Q1 | $263K | Buy |
|
|||||
|
2020
Q4 | $222K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $215K | Buy |
|