IPG Investment Advisors’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 | $1.48M | Sell |
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|
2025
Q2 | $2.28M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $2.38M | Buy |
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|
2024
Q3 | $2.14M | Buy |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $2.95M | Buy |
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|
2023
Q3 | $650K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $371K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $285K | Sell |
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|
2017
Q3 | $340K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $585K | Buy |
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