Howe & Rusling’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 | $330K | Sell |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $244K | Buy |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $202K | Hold |
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|
2020
Q2 | $193K | Hold |
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|
2020
Q1 | $155K | Sell |
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|
2019
Q4 | $824K | Buy |
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|
2019
Q3 | $204K | Hold |
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|
2019
Q2 | $210K | Hold |
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|
2019
Q1 | $207K | Sell |
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|
2018
Q4 | $539K | Buy |
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|
2018
Q3 | $270K | Hold |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $243K | Sell |
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|
2017
Q4 | $430K | Buy |
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|
2017
Q3 | $89K | Sell |
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|
2017
Q2 | $197K | Buy |
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|
2017
Q1 | $146K | Hold |
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|
2016
Q4 | $144K | Buy |
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|
2016
Q3 | $21K | Buy |
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|
2016
Q2 | $6K | Hold |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $139K | Buy |
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|
2015
Q3 | $15K | Buy |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $17K | Sell |
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|
2014
Q4 | $1.53M | Buy |
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|
2014
Q3 | $9K | Buy |
|