Mather Group’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 | $1.68M | Sell |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.71M | Sell |
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|
2020
Q4 | $1.77M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $3.1M | Buy |
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|
2020
Q1 | $2.01M | Buy |
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|
2019
Q4 | $2.51M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $8.69M | Sell |
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|
2013
Q4 | $8.67M | Sell |
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|
2013
Q3 | $8.18M | Buy |
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|
2013
Q2 | $7.32M | Buy |
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