Lion Street 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
Q3 | $1.29M | Buy |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $685K | Sell |
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|
2024
Q3 | $702K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $786K | Sell |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $823K | Buy |
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