Interchange Capital Partners’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
Q3 | $355K | Hold |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $615K | Sell |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $511K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $241K | Buy |
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