LB
Legacy Bridge’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
8,894
-365
| -4% | -$78.8K | 0.91% | 31 |
|
|
2025
Q1 | $1.85M | Buy |
9,259
+719
| +8% | +$143K | 1.03% | 28 |
|
|
2024
Q4 | $1.89M | Buy |
8,540
+15
| +0.2% | +$3.31K | 0.98% | 27 |
|
|
2024
Q3 | $1.88M | Sell |
8,525
-5
| -0.1% | -$1.1K | 1.01% | 28 |
|
|
2024
Q2 | $1.73M | Hold |
8,530
| – | – | 1.02% | 30 |
|
|
2024
Q1 | $1.79M | Buy |
8,530
+1
| +0% | +$210 | 1.05% | 24 |
|
|
2023
Q4 | $1.71M | Sell |
8,529
-50
| -0.6% | -$10K | 1.11% | 21 |
|
|
2023
Q3 | $1.52M | Hold |
8,579
| – | – | 1.08% | 25 |
|
|
2023
Q2 | $1.61M | Buy |
8,579
+875
| +11% | +$164K | 1.07% | 24 |
|
|
2023
Q1 | $1.37M | Hold |
7,704
| – | – | 0.96% | 33 |
|
|
2022
Q4 | $1.34M | Sell |
7,704
-30
| -0.4% | -$5.23K | 0.95% | 31 |
|
|
2022
Q3 | $1.28M | Hold |
7,734
| – | – | 1.02% | 23 |
|
|
2022
Q2 | $1.31M | Hold |
7,734
| – | – | 0.97% | 25 |
|
|
2022
Q1 | $1.59M | Hold |
7,734
| – | – | 0.93% | 29 |
|
|
2021
Q4 | $1.72M | Buy |
7,734
+100
| +1% | +$22.2K | 0.9% | 31 |
|
|
2021
Q3 | $1.67M | Buy |
7,634
+83
| +1% | +$18.2K | 0.96% | 22 |
|
|
2021
Q2 | $1.73M | Sell |
7,551
-25
| -0.3% | -$5.73K | 0.98% | 22 |
|
|
2021
Q1 | $1.67M | Buy |
7,576
+615
| +9% | +$136K | 1.08% | 18 |
|
|
2020
Q4 | $1.37M | Buy |
6,961
+400
| +6% | +$78.4K | 0.99% | 28 |
|
|
2020
Q3 | $983K | Buy |
6,561
+113
| +2% | +$16.9K | 0.9% | 35 |
|
|
2020
Q2 | $923K | Buy |
6,448
+60
| +0.9% | +$8.59K | 1.02% | 24 |
|
|
2020
Q1 | $731K | Sell |
6,388
-2,697
| -30% | -$309K | 0.92% | 30 |
|
|
2019
Q4 | $1.51M | Buy |
9,085
+99
| +1% | +$16.4K | 1.25% | 10 |
|
|
2019
Q3 | $1.36M | Sell |
8,986
-118
| -1% | -$17.9K | 1.3% | 10 |
|
|
2019
Q2 | $1.42M | Hold |
9,104
| – | – | 1.37% | 8 |
|
|
2019
Q1 | $1.39M | Hold |
9,104
| – | – | 1.44% | 7 |
|
|
2018
Q4 | $1.22M | Buy |
+9,104
| New | +$1.22M | 1.51% | 7 |
|