IHT 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 | $35.5M | Buy |
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|
2025
Q1 | $32.4M | Buy |
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|
2024
Q4 | $34.9M | Sell |
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|
2024
Q3 | $64.1M | Buy |
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|
2024
Q2 | $24.2M | Buy |
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|
2024
Q1 | $22.4M | Sell |
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|
2023
Q4 | $21.5M | Buy |
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|
2023
Q3 | $16M | Sell |
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|
2023
Q2 | $17.3M | Buy |
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|
2023
Q1 | $15.1M | Buy |
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|
2022
Q4 | $13M | Buy |
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|
2022
Q3 | $8.98M | Buy |
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|
2022
Q2 | $7.14M | Buy |
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|
2022
Q1 | $6.92M | Buy |
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|
2021
Q4 | $6.27M | Buy |
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|
2021
Q3 | $4.67M | Sell |
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|
2021
Q2 | $8.53M | Buy |
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|
2021
Q1 | $6.79M | Buy |
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|
2020
Q4 | $5.39M | Buy |
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|
2020
Q3 | $3.86M | Sell |
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|
2020
Q2 | $3.77M | Sell |
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|
2020
Q1 | $3.93M | Sell |
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|
2019
Q4 | $6.34M | Buy |
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|
2019
Q3 | $5.6M | Buy |
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|
2019
Q2 | $4.65M | Buy |
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|
2019
Q1 | $4.49M | Sell |
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|
2018
Q4 | $5.06M | Buy |
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|
2018
Q3 | $5.6M | Buy |
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|
2018
Q2 | $4.4M | Buy |
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|
2018
Q1 | $3.22M | Buy |
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|
2017
Q4 | $3M | Buy |
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|
2017
Q3 | $2.51M | Buy |
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|
2017
Q2 | $273 | Hold |
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|
2017
Q1 | $3K | Sell |
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|
2016
Q4 | $678K | Buy |
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