LIA
LSP Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Hold |
15,500
| – | – | 2.4% | 10 |
|
|
2025
Q1 | $3.09M | Hold |
15,500
| – | – | 2.66% | 10 |
|
|
2024
Q4 | $3.42M | Hold |
15,500
| – | – | 2.39% | 9 |
|
|
2024
Q3 | $3.42M | Hold |
15,500
| – | – | 1.84% | 11 |
|
|
2024
Q2 | $3.14M | Hold |
15,500
| – | – | 1.79% | 11 |
|
|
2024
Q1 | $3.26M | Hold |
15,500
| – | – | 1.76% | 9 |
|
|
2023
Q4 | $3.11M | Hold |
15,500
| – | – | 1.47% | 9 |
|
|
2023
Q3 | $2.74M | Hold |
15,500
| – | – | 1.35% | 7 |
|
|
2023
Q2 | $2.9M | Hold |
15,500
| – | – | 1.63% | 6 |
|
|
2023
Q1 | $2.77M | Hold |
15,500
| – | – | 1.55% | 8 |
|
|
2022
Q4 | $2.7M | Hold |
15,500
| – | – | 1.19% | 8 |
|
|
2022
Q3 | $2.56M | Hold |
15,500
| – | – | 1.08% | 9 |
|
|
2022
Q2 | $2.63M | Hold |
15,500
| – | – | 1.04% | 10 |
|
|
2022
Q1 | $3.18M | Hold |
15,500
| – | – | 0.97% | 9 |
|
|
2021
Q4 | $3.45M | Hold |
15,500
| – | – | 1.47% | 9 |
|
|
2021
Q3 | $3.39M | Buy |
+15,500
| New | +$3.39M | 1.36% | 11 |
|