McCollum Christoferson 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
Q2 | $314K | Sell |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $549K | Sell |
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|
2021
Q2 | $678K | Sell |
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|
2021
Q1 | $696K | Hold |
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|
2020
Q4 | $618K | Sell |
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|
2020
Q3 | $532K | Sell |
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|
2020
Q2 | $529K | Sell |
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|
2020
Q1 | $452K | Sell |
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|
2019
Q4 | $664K | Hold |
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|
2019
Q3 | $607K | Sell |
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|
2019
Q2 | $679K | Sell |
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|
2019
Q1 | $705K | Sell |
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|
2018
Q4 | $630K | Sell |
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|
2018
Q3 | $800K | Hold |
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|
2018
Q2 | $777K | Buy |
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|
2018
Q1 | $711K | Buy |
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|
2017
Q4 | $712K | Buy |
|