Jordan Park Group’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 | $678K | Hold |
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|
2025
Q2 | $605K | Sell |
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|
2025
Q1 | $570K | Hold |
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|
2024
Q4 | $631K | Hold |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $672K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $576K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.19M | Buy |
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|
2021
Q3 | $1.93M | Sell |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $327K | Hold |
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|
2020
Q3 | $250K | Hold |
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|
2020
Q2 | $239K | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $681K | Buy |
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|
2019
Q3 | $561K | Sell |
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|
2019
Q2 | $653K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $566K | Hold |
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|
2018
Q3 | $714K | Hold |
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|
2018
Q2 | $692K | Sell |
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|
2018
Q1 | $646K | Sell |
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|
2017
Q4 | $672K | Buy |
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