Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.9M | Buy |
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|
2025
Q4 | $10M | Buy |
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|
2025
Q3 | $7.82M | Buy |
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|
2025
Q2 | $4.95M | Buy |
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|
2025
Q1 | $4.32M | Sell |
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|
2024
Q4 | $7.43M | Sell |
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|
2024
Q3 | $9.55M | Buy |
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|
2024
Q2 | $4.41M | Sell |
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|
2024
Q1 | $5.2M | Buy |
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|
2023
Q4 | $4.45M | Buy |
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|
2023
Q3 | $2.85M | Sell |
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|
2023
Q2 | $3.06M | Buy |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $2.54M | Buy |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.46M | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $730K | Buy |
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