Kovitz Investment Group Partners’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 | $49.6M | Sell |
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|
2025
Q2 | $45.2M | Sell |
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|
2025
Q1 | $48M | Sell |
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|
2024
Q4 | $55.2M | Buy |
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|
2024
Q3 | $41.8M | Buy |
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|
2024
Q2 | $36M | Buy |
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|
2024
Q1 | $22.3M | Buy |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $625K | Buy |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $257K | Hold |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $320K | Sell |
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|
2019
Q3 | $309K | Sell |
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|
2019
Q2 | $354K | Hold |
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|
2019
Q1 | $349K | Buy |
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|
2018
Q4 | $266K | Sell |
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|
2018
Q3 | $352K | Hold |
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|
2018
Q2 | $342K | Sell |
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|
2018
Q1 | $334K | Sell |
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|
2017
Q4 | $677 | Buy |
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|
2017
Q3 | $612K | Sell |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $2.23M | Buy |
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|
2016
Q4 | $261K | Sell |
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|
2016
Q3 | $252K | Buy |
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|
2016
Q2 | $229K | Buy |
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