Independent Family Office’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 | $8.28M | Hold |
|
|||||
|
2025
Q1 | $7.66M | Sell |
|
|||||
|
2024
Q4 | $8.49M | Sell |
|
|||||
|
2024
Q3 | $8.68M | Buy |
|
|||||
|
2024
Q2 | $7.26M | Sell |
|
|||||
|
2024
Q1 | $8.78M | Buy |
|
|||||
|
2023
Q4 | $8.02M | Sell |
|
|||||
|
2023
Q3 | $7.22M | Sell |
|
|||||
|
2023
Q2 | $7.67M | Sell |
|
|||||
|
2023
Q1 | $7.41M | Sell |
|
|||||
|
2022
Q4 | $7.33M | Sell |
|
|||||
|
2022
Q3 | $7.07M | Sell |
|
|||||
|
2022
Q2 | $7.46K | Sell |
|
|||||
|
2022
Q1 | $9.23M | Sell |
|
|||||
|
2021
Q4 | $10M | Buy |
|
|||||
|
2021
Q3 | $9.67M | Buy |
|
|||||
|
2021
Q2 | $10.1M | Sell |
|
|||||
|
2021
Q1 | $10.2M | Sell |
|
|||||
|
2020
Q4 | $11.3M | Sell |
|
|||||
|
2020
Q3 | $9.11M | Sell |
|
|||||
|
2020
Q2 | $8.74M | Buy |
|
|||||
|
2020
Q1 | $6.37M | Buy |
|
|||||
|
2019
Q4 | $7.62M | Buy |
|