Lynch & Associates’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 | $629K | Hold |
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|
2025
Q2 | $561K | Hold |
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|
2025
Q1 | $519K | Hold |
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|
2024
Q4 | $574K | Hold |
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|
2024
Q3 | $574K | Hold |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $547K | Hold |
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|
2023
Q4 | $522K | Hold |
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|
2023
Q3 | $460K | Hold |
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|
2023
Q2 | $487K | Hold |
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|
2023
Q1 | $464K | Hold |
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|
2022
Q4 | $453K | Hold |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $457K | Hold |
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|
2022
Q1 | $554K | Hold |
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|
2021
Q4 | $601K | Hold |
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|
2021
Q3 | $591K | Sell |
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|
2021
Q2 | $642K | Hold |
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|
2021
Q1 | $619K | Hold |
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|
2020
Q4 | $549K | Hold |
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|
2020
Q3 | $419K | Sell |
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|
2020
Q2 | $417K | Hold |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $427K | Hold |
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|
2019
Q3 | $390K | Hold |
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|
2019
Q2 | $401K | Hold |
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|
2019
Q1 | $395K | Sell |
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|
2018
Q4 | $372K | Hold |
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|
2018
Q3 | $468K | Sell |
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|
2018
Q2 | $555K | Buy |
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|
2018
Q1 | $460K | Sell |
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|
2017
Q4 | $478K | Hold |
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|
2017
Q3 | $465K | Sell |
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|
2017
Q2 | $456K | Hold |
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|
2017
Q1 | $445K | Sell |
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|
2016
Q4 | $640K | Sell |
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|
2016
Q3 | $664K | Sell |
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|
2016
Q2 | $668K | Sell |
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|
2016
Q1 | $662K | Sell |
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|
2015
Q4 | $679K | Sell |
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|
2015
Q3 | $816K | Sell |
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|
2015
Q2 | $949K | Hold |
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|
2015
Q1 | $945K | Sell |
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|
2014
Q4 | $2M | Buy |
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|
2014
Q3 | $1.79M | Buy |
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|
2014
Q2 | $1.75M | Sell |
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|
2014
Q1 | $1.72M | Buy |
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|
2013
Q4 | $1.61M | Buy |
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|
2013
Q3 | $1.42M | Sell |
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|
2013
Q2 | $1.3M | Buy |
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