L. Roy Papp & Associates’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 | $222K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $217K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $468K | Hold |
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|
2014
Q4 | $450K | Hold |
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|
2014
Q3 | $412K | Hold |
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|
2014
Q2 | $447K | Hold |
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|
2014
Q1 | $438K | Sell |
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|
2013
Q4 | $445K | Hold |
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|
2013
Q3 | $411K | Hold |
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|
2013
Q2 | $374K | Buy |
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