J. Goldman & Co’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
Q2 | $1.98M | Sell |
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|
2025
Q1 | $8.46M | Buy |
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|
2024
Q4 | $8.84M | Sell |
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|
2024
Q3 | $9.3M | Sell |
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|
2024
Q2 | $52.7M | Buy |
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|
2024
Q1 | $25M | Buy |
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|
2023
Q4 | $21.8M | Buy |
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|
2023
Q3 | $4.43M | Sell |
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|
2023
Q2 | $52.5M | Buy |
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|
2023
Q1 | $5.7M | Sell |
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|
2022
Q4 | $9.86M | Sell |
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|
2022
Q3 | $14M | Buy |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $675K | Sell |
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|
2020
Q2 | $5.13M | Sell |
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|
2020
Q1 | $5.42M | Buy |
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|
2019
Q4 | $5.31M | Buy |
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|
2019
Q3 | $2.18M | Buy |
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|
2019
Q2 | $2.12M | Sell |
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|
2019
Q1 | $5.51M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10.1M | Buy |
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|
2018
Q2 | $7.53M | Sell |
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|
2018
Q1 | $13.5M | Buy |
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|
2017
Q4 | $5.57M | Buy |
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|
2017
Q3 | $1.26M | Buy |
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|
2017
Q2 | $282K | Sell |
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|
2017
Q1 | $3.09M | Sell |
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|
2016
Q4 | $9.62M | Buy |
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|
2016
Q3 | $1.24M | Buy |
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|
2016
Q2 | $575K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5.92M | Buy |
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|
2015
Q3 | – | Hold |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $371K | Sell |
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|
2014
Q3 | $1.97M | Buy |
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|
2014
Q2 | – | Hold |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $115K | Sell |
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|
2013
Q3 | $6.66M | Buy |
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|
2013
Q2 | $3.01M | Buy |
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