M Holdings Securities’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 | – | Sell |
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|
2025
Q1 | $2.56M | Sell |
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|
2024
Q4 | $2.88M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.33M | Sell |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $3.64M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $3.66M | Buy |
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|
2022
Q4 | $3.48M | Buy |
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|
2022
Q3 | $3.12M | Sell |
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|
2022
Q2 | $3.26M | Sell |
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|
2022
Q1 | $4.26M | Buy |
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|
2021
Q2 | $7.5M | Buy |
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|
2021
Q1 | $6.56M | Buy |
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|
2020
Q4 | $3.85M | Buy |
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|
2020
Q3 | $2.77M | Sell |
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|
2020
Q2 | $2.94M | Sell |
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|
2020
Q1 | $2.94M | Buy |
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|
2019
Q4 | $3.21M | Sell |
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|
2019
Q3 | $3.07M | Sell |
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|
2019
Q2 | $3.27M | Sell |
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|
2019
Q1 | $3.29M | Sell |
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|
2018
Q4 | $4.42M | Buy |
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|
2018
Q3 | $5.4M | Buy |
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|
2018
Q2 | $2.06M | Buy |
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|
2018
Q1 | $1.75M | Buy |
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|
2017
Q4 | $1.76M | Buy |
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|
2017
Q3 | $1.53M | Buy |
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|
2017
Q2 | $1.41M | Buy |
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|
2017
Q1 | $1.37M | Buy |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $1.14M | Buy |
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|
2016
Q2 | $551K | Buy |
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|
2016
Q1 | $366K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $221K | Sell |
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|
2014
Q4 | $223K | Buy |
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|
2014
Q3 | $171K | Buy |
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