Lee, Danner & Bass’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 | $723K | Buy |
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|
2025
Q2 | $589K | Hold |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q4 | $569K | Buy |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $341K | Buy |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $300K | Hold |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $303K | Buy |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $225K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $282K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $238K | Sell |
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|
2014
Q1 | $239K | Buy |
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|
2013
Q4 | $231K | Hold |
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|
2013
Q3 | $213K | Buy |
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