Ironwood Financial’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 | $854K | Sell |
|
|||||
|
2025
Q2 | $733K | Hold |
|
|||||
|
2025
Q1 | $733K | Sell |
|
|||||
|
2024
Q4 | $853K | Sell |
|
|||||
|
2024
Q3 | $889K | Sell |
|
|||||
|
2024
Q2 | $843K | Sell |
|
|||||
|
2024
Q1 | $879K | Sell |
|
|||||
|
2023
Q4 | $873K | Sell |
|
|||||
|
2023
Q3 | $787K | Buy |
|
|||||
|
2023
Q2 | $789K | Sell |
|
|||||
|
2023
Q1 | $753K | Sell |
|
|||||
|
2022
Q4 | $745K | Sell |
|
|||||
|
2022
Q3 | $842K | Sell |
|
|||||
|
2022
Q2 | $878K | Sell |
|
|||||
|
2022
Q1 | $1.07M | Sell |
|
|||||
|
2021
Q4 | $1.21M | Sell |
|
|||||
|
2021
Q3 | $1.2M | Sell |
|
|||||
|
2021
Q2 | $1.27M | Sell |
|
|||||
|
2021
Q1 | $1.29M | Buy |
|
|||||
|
2020
Q4 | $100K | Buy |
|
|||||
|
2020
Q3 | $76K | Buy |
|
|||||
|
2020
Q2 | $70K | Buy |
|
|||||
|
2020
Q1 | $49K | Sell |
|
|||||
|
2019
Q4 | $249K | Buy |
|
|||||
|
2019
Q3 | $228K | Sell |
|
|||||
|
2019
Q2 | $237K | Hold |
|
|||||
|
2019
Q1 | $233K | Hold |
|
|||||
|
2018
Q4 | $204K | Buy |
|
|||||
|
2018
Q3 | $9K | Buy |
|
|||||
|
2018
Q2 | $6K | Buy |
|
|||||
|
2015
Q3 | $2K | Hold |
|
|||||
|
2015
Q2 | $2K | Sell |
|
|||||
|
2015
Q1 | $15K | Sell |
|
|||||
|
2014
Q4 | $15K | Buy |
|