Kavar Capital Partners 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 | $1.98M | Sell |
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|
2025
Q2 | $1.77M | Hold |
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|
2025
Q1 | $1.64M | Hold |
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|
2024
Q4 | $1.81M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $3.48M | Buy |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $2.07M | Sell |
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|
2021
Q2 | $2.17M | Sell |
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|
2021
Q1 | $2.11M | Hold |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $243K | Hold |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $228K | Hold |
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|
2019
Q1 | $224K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $31K | Hold |
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|
2018
Q1 | $29K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $53K | Hold |
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|
2015
Q3 | $52K | Hold |
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|
2015
Q2 | $59K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $45K | Hold |
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|
2013
Q4 | $44K | Buy |
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