Legacy Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $344K | Sell |
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|
2020
Q1 | $437K | Sell |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $2.8M | Buy |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q2 | $984K | Sell |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $749K | Buy |
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|
2017
Q2 | $462K | Buy |
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|
2017
Q1 | $283K | Sell |
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|
2016
Q4 | $137K | Buy |
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