JIC
Joel Isaacson & Co’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
13,760
-1,932
| -12% | -$417K | 0.12% | 84 |
|
|
2025
Q1 | $3.13M | Buy |
15,692
+338
| +2% | +$67.4K | 0.14% | 68 |
|
|
2024
Q4 | $3.39M | Buy |
15,354
+124
| +0.8% | +$27.4K | 0.15% | 61 |
|
|
2024
Q3 | $3.36M | Buy |
15,230
+507
| +3% | +$112K | 0.16% | 63 |
|
|
2024
Q2 | $2.99M | Buy |
14,723
+473
| +3% | +$96K | 0.16% | 63 |
|
|
2024
Q1 | $3M | Buy |
14,250
+937
| +7% | +$197K | 0.16% | 61 |
|
|
2023
Q4 | $2.67M | Buy |
13,313
+1,375
| +12% | +$276K | 0.16% | 59 |
|
|
2023
Q3 | $2.11M | Buy |
11,938
+309
| +3% | +$54.6K | 0.14% | 68 |
|
|
2023
Q2 | $2.18M | Buy |
11,629
+179
| +2% | +$33.5K | 0.15% | 70 |
|
|
2023
Q1 | $2.04M | Sell |
11,450
-52
| -0.5% | -$9.28K | 0.15% | 71 |
|
|
2022
Q4 | $2.01M | Buy |
11,502
+4,491
| +64% | +$783K | 0.15% | 70 |
|
|
2022
Q3 | $1.16M | Buy |
7,011
+2,499
| +55% | +$412K | 0.1% | 90 |
|
|
2022
Q2 | $764K | Buy |
4,512
+2,151
| +91% | +$364K | 0.06% | 120 |
|
|
2022
Q1 | $467K | Buy |
2,361
+3
| +0.1% | +$593 | 0.03% | 182 |
|
|
2021
Q4 | $525K | Buy |
2,358
+11
| +0.5% | +$2.45K | 0.04% | 179 |
|
|
2021
Q3 | $513K | Sell |
2,347
-64
| -3% | -$14K | 0.04% | 178 |
|
|
2021
Q2 | $553K | Buy |
2,411
+1,456
| +152% | +$334K | 0.04% | 164 |
|
|
2021
Q1 | $211K | Buy |
+955
| New | +$211K | 0.02% | 254 |
|
|
2017
Q1 | – | Sell |
-630
| Closed | -$85K | – | 347 |
|
|
2016
Q4 | $85K | Hold |
630
| – | – | 0.02% | 243 |
|
|
2016
Q3 | $78K | Buy |
630
+300
| +91% | +$37.1K | 0.02% | 264 |
|
|
2016
Q2 | $38K | Hold |
330
| – | – | 0.01% | 370 |
|
|
2016
Q1 | $37K | Buy |
330
+320
| +3,200% | +$35.9K | 0.01% | 382 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 721 |
|
|
2015
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 703 |
|
|
2015
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 732 |
|
|
2015
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 682 |
|
|
2014
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 611 |
|
|
2014
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 594 |
|
|
2014
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 561 |
|
|
2014
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 556 |
|