Horan Securities’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 | $1.09M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q2 | $382K | Sell |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $354K | Buy |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $209K | Buy |
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|
2019
Q4 | $294K | Sell |
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|
2019
Q3 | $270K | Sell |
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|
2019
Q2 | $282K | Sell |
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|
2019
Q1 | $281K | Buy |
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|
2018
Q4 | $261K | Sell |
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|
2018
Q3 | $291K | Sell |
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|
2018
Q2 | $335K | Sell |
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|
2018
Q1 | $415K | Sell |
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|
2017
Q4 | $453K | Sell |
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|
2017
Q3 | $430K | Sell |
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|
2017
Q2 | $503K | Sell |
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|
2017
Q1 | $498K | Sell |
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|
2016
Q4 | $934K | Buy |
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|
2016
Q3 | $832K | Buy |
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|
2016
Q2 | $756K | Sell |
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|
2016
Q1 | $1.39M | Buy |
|