InterOcean Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $34.9M | Buy |
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|
2023
Q4 | $31.3M | Buy |
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|
2023
Q3 | $27.4M | Sell |
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|
2023
Q2 | $30.4M | Buy |
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|
2023
Q1 | $28.6M | Buy |
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|
2022
Q4 | $27.7M | Buy |
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|
2022
Q3 | $25.9M | Buy |
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|
2022
Q2 | $25.9M | Buy |
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|
2022
Q1 | $29.9M | Buy |
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|
2021
Q4 | $31.1M | Buy |
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|
2021
Q3 | $28M | Buy |
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|
2021
Q2 | $28M | Sell |
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|
2021
Q1 | $30.2M | Sell |
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|
2020
Q4 | $29.5M | Buy |
|