Matrix Asset Advisors’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 | $2.53M | Sell |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $1.92M | Buy |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $955K | Buy |
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|
2020
Q2 | $810K | Buy |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $887K | Buy |
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|
2019
Q3 | $738K | Buy |
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|
2019
Q2 | $736K | Buy |
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|
2019
Q1 | $693K | Buy |
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|
2018
Q4 | $360K | Buy |
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|
2018
Q3 | $446K | Sell |
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|
2018
Q2 | $435K | Buy |
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $402K | Sell |
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|
2017
Q3 | $403K | Sell |
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|
2017
Q2 | $384K | Hold |
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|
2017
Q1 | $375K | Sell |
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|
2016
Q4 | $369K | Buy |
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|
2016
Q3 | $334K | Hold |
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|
2016
Q2 | $309K | Hold |
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|
2016
Q1 | $297K | Buy |
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|
2015
Q4 | $300K | Buy |
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|
2015
Q3 | $279K | Buy |
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|
2015
Q2 | $287K | Buy |
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|
2015
Q1 | $226K | Buy |
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