Jay A. Fishman Ltd’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 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $235K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $321K | Sell |
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|
2018
Q4 | $361K | Buy |
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|
2018
Q3 | $438K | Hold |
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|
2018
Q2 | $426K | Hold |
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|
2018
Q1 | $395K | Hold |
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|
2017
Q4 | $396K | Hold |
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|
2017
Q3 | $385K | Sell |
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|
2017
Q2 | $409K | Sell |
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|
2017
Q1 | $454K | Hold |
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|
2016
Q4 | $445K | Buy |
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|
2016
Q3 | $360K | Sell |
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|
2016
Q2 | $379K | Buy |
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|
2016
Q1 | $277K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $274K | Sell |
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|
2014
Q4 | $323K | Sell |
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|
2014
Q3 | $383K | Hold |
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|
2014
Q2 | $416K | Hold |
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|
2014
Q1 | $407K | Hold |
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|
2013
Q4 | $404K | Sell |
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|
2013
Q3 | $522K | Hold |
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|
2013
Q2 | $475K | Buy |
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