Krilogy Financial’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 | $410K | Sell |
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|
2025
Q2 | $6.12M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.75M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $652K | Sell |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $728K | Buy |
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|
2021
Q2 | $706K | Sell |
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|
2021
Q1 | $705K | Sell |
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|
2020
Q4 | $688K | Buy |
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|
2020
Q3 | $361K | Buy |
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|
2020
Q2 | $276K | Buy |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $321K | Buy |
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|
2019
Q3 | $283K | Sell |
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | $265K | Sell |
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|
2018
Q4 | $259K | Buy |
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|
2018
Q3 | $321K | Buy |
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|
2018
Q2 | $303K | Hold |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q4 | $229K | Buy |
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|
2017
Q3 | $222K | Sell |
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|
2017
Q2 | $214K | Buy |
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|
2017
Q1 | $135K | Hold |
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|
2016
Q4 | $135K | Sell |
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|
2016
Q3 | $125K | Sell |
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|
2016
Q2 | $138K | Buy |
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|
2016
Q1 | $33K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Buy |
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