Interval 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 336 |
|
|
2025
Q4 | – | Hold |
0
| – | – | – | 412 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 451 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 447 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 447 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 431 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 422 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 431 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 372 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 361 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 355 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 312 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 313 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 287 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 338 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 322 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 313 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 315 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 359 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 329 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 310 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 292 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 291 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 271 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 242 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 248 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 246 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 250 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 223 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 227 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 228 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 233 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 252 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 223 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 223 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 225 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 202 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 192 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 176 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 168 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 184 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 173 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 163 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 157 |
|
|
2015
Q1 | – | Sell |
-65,000
| Closed | -$7.84M | – | 161 |
|
|
2014
Q4 | $7.78M | Buy |
+65,000
| New | +$7.43M | 1.7% | 30 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 166 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 145 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 73 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 59 |
|
Other funds holding IWM
