Joel Isaacson & 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
Q3 | $3.36M | Buy |
|
|||||
|
2025
Q2 | $2.97M | Sell |
|
|||||
|
2025
Q1 | $3.13M | Buy |
|
|||||
|
2024
Q4 | $3.39M | Buy |
|
|||||
|
2024
Q3 | $3.36M | Buy |
|
|||||
|
2024
Q2 | $2.99M | Buy |
|
|||||
|
2024
Q1 | $3M | Buy |
|
|||||
|
2023
Q4 | $2.67M | Buy |
|
|||||
|
2023
Q3 | $2.11M | Buy |
|
|||||
|
2023
Q2 | $2.18M | Buy |
|
|||||
|
2023
Q1 | $2.04M | Sell |
|
|||||
|
2022
Q4 | $2.01M | Buy |
|
|||||
|
2022
Q3 | $1.16M | Buy |
|
|||||
|
2022
Q2 | $764K | Buy |
|
|||||
|
2022
Q1 | $467K | Buy |
|
|||||
|
2021
Q4 | $525K | Buy |
|
|||||
|
2021
Q3 | $513K | Sell |
|
|||||
|
2021
Q2 | $553K | Buy |
|
|||||
|
2021
Q1 | $211K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $85K | Hold |
|
|||||
|
2016
Q3 | $78K | Buy |
|
|||||
|
2016
Q2 | $38K | Hold |
|
|||||
|
2016
Q1 | $37K | Buy |
|
|||||
|
2015
Q4 | $1K | Hold |
|
|||||
|
2015
Q3 | $1K | Hold |
|
|||||
|
2015
Q2 | $1K | Hold |
|
|||||
|
2015
Q1 | $1K | Hold |
|
|||||
|
2014
Q4 | $1K | Hold |
|
|||||
|
2014
Q3 | $1K | Hold |
|
|||||
|
2014
Q2 | $1K | Hold |
|
|||||
|
2014
Q1 | $1K | Buy |
|