Klingenstein Fields & 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 | $392K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $276K | Hold |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $300K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $210K | Buy |
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|
2015
Q2 | $240K | Buy |
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|
2015
Q1 | $224K | Buy |
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