Kessler Investment 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 | $325K | Sell |
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|
2025
Q2 | $303K | Buy |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $415K | Buy |
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|
2024
Q2 | $4.91K | Sell |
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|
2024
Q1 | $35.4K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.88K | Buy |
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|
2023
Q2 | $8.61K | Hold |
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|
2023
Q1 | $8.06K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $12K | Sell |
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|
2021
Q3 | $146K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $54K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $426K | Buy |
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