Ken Fisher’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
Q2 | $716K | Sell |
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|
2025
Q1 | $756K | Sell |
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|
2024
Q4 | $877K | Buy |
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|
2024
Q3 | $747K | Sell |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $992K | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $896K | Buy |
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|
2023
Q2 | $940K | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $739K | Buy |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $893K | Buy |
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|
2021
Q1 | $509K | Sell |
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|
2020
Q4 | $722K | Buy |
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|
2020
Q3 | $411K | Sell |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $937K | Buy |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $534K | Buy |
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|
2019
Q1 | $357K | Sell |
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|
2018
Q4 | $434K | Sell |
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|
2018
Q3 | $691K | Buy |
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|
2018
Q2 | $506K | Sell |
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|
2018
Q1 | $513K | Sell |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $363K | Buy |
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|
2017
Q2 | $336K | Sell |
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|
2017
Q1 | $390K | Buy |
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