LMCG Investments’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 | $360K | Sell |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $3.82M | Sell |
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|
2023
Q4 | $6.98M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2015
Q3 | $13.2M | Sell |
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|
2015
Q2 | $22.5M | Sell |
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|
2015
Q1 | $23.7M | Sell |
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|
2014
Q4 | $30.5M | Buy |
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|
2014
Q3 | $27.8M | Buy |
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|
2014
Q2 | $29.1M | Sell |
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|
2014
Q1 | $32.5M | Sell |
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|
2013
Q4 | $37.3M | Sell |
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|
2013
Q3 | $34.8M | Sell |
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|
2013
Q2 | $35.2M | Buy |
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