M. Kraus & Co’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 | $708K | Hold |
|
|||||
|
2025
Q2 | $631K | Hold |
|
|||||
|
2025
Q1 | $584K | Sell |
|
|||||
|
2024
Q4 | $702K | Hold |
|
|||||
|
2024
Q3 | $701K | Sell |
|
|||||
|
2024
Q2 | $735K | Buy |
|
|||||
|
2024
Q1 | $736K | Hold |
|
|||||
|
2023
Q4 | $702K | Hold |
|
|||||
|
2023
Q3 | $619K | Sell |
|
|||||
|
2023
Q2 | $667K | Sell |
|
|||||
|
2023
Q1 | $727K | Sell |
|
|||||
|
2022
Q4 | $791K | Hold |
|
|||||
|
2022
Q3 | $748K | Hold |
|
|||||
|
2022
Q2 | $768K | Sell |
|
|||||
|
2022
Q1 | $988K | Buy |
|
|||||
|
2021
Q4 | $786K | Hold |
|
|||||
|
2021
Q3 | $773K | Hold |
|
|||||
|
2021
Q2 | $811K | Buy |
|
|||||
|
2021
Q1 | $705K | Buy |
|