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
2025
Q1
Sell
2024
Q4
$231K Hold
2024
Q3
$231K Sell
2024
Q2
$219K Hold
2024
Q1
$227K Buy
2022
Q2
Sell
2022
Q1
$200K Hold
2021
Q4
$217K Buy
2015
Q2
Sell
2015
Q1
$468K Hold
2014
Q4
$450K Hold
2014
Q3
$412K Hold
2014
Q2
$447K Hold
2014
Q1
$438K Sell
2013
Q4
$445K Hold
2013
Q3
$411K Hold
2013
Q2
$374K Buy