LGL Partners’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 | $2.6M | Buy |
|
|||||
|
2025
Q1 | $2.36M | Sell |
|
|||||
|
2024
Q4 | $2.65M | Buy |
|
|||||
|
2024
Q3 | $2.65M | Buy |
|
|||||
|
2024
Q2 | $2.42M | Buy |
|
|||||
|
2024
Q1 | $2.5M | Buy |
|
|||||
|
2023
Q4 | $2.34M | Sell |
|
|||||
|
2023
Q3 | $2.07M | Buy |
|
|||||
|
2023
Q2 | $1.76M | Buy |
|
|||||
|
2023
Q1 | $582K | Buy |
|
|||||
|
2022
Q4 | $524K | Buy |
|
|||||
|
2022
Q3 | $351K | Sell |
|
|||||
|
2022
Q2 | $375K | Sell |
|
|||||
|
2022
Q1 | $541K | Sell |
|
|||||
|
2021
Q4 | $601K | Buy |
|
|||||
|
2021
Q3 | $590K | Sell |
|
|||||
|
2021
Q2 | $629K | Buy |
|
|||||
|
2021
Q1 | $605K | Sell |
|
|||||
|
2020
Q4 | $555K | Buy |
|
|||||
|
2020
Q3 | $415K | Buy |
|
|||||
|
2020
Q2 | $381K | Sell |
|
|||||
|
2020
Q1 | $344K | Buy |
|
|||||
|
2019
Q4 | $494K | Sell |
|
|||||
|
2019
Q3 | $1.89M | Buy |
|
|||||
|
2019
Q2 | $1.86M | Sell |
|
|||||
|
2019
Q1 | $2.08M | Buy |
|
|||||
|
2018
Q4 | $1.82M | Buy |
|
|||||
|
2018
Q3 | $2.29M | Buy |
|
|||||
|
2018
Q2 | $2.22M | Sell |
|
|||||
|
2018
Q1 | $2.41M | Buy |
|
|||||
|
2017
Q4 | $2.44M | Sell |
|
|||||
|
2017
Q3 | $2.76M | Buy |
|
|||||
|
2017
Q2 | $336K | Hold |
|
|||||
|
2017
Q1 | $328K | Buy |
|
|||||
|
2016
Q4 | $320K | Buy |
|
|||||
|
2016
Q3 | $293K | Buy |
|
|||||
|
2016
Q2 | $268K | Hold |
|
|||||
|
2016
Q1 | $260K | Buy |
|
|||||
|
2015
Q4 | $241K | Buy |
|