Meritage Portfolio Management’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 | $392K | Buy |
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|
2025
Q2 | $345K | Sell |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $909K | Sell |
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|
2023
Q3 | $885K | Hold |
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|
2023
Q2 | $938K | Sell |
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|
2023
Q1 | $896K | Sell |
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|
2022
Q4 | $922K | Sell |
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|
2022
Q3 | $874K | Buy |
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|
2022
Q2 | $891K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $837K | Buy |
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|
2020
Q3 | $448K | Buy |
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|
2020
Q2 | $418K | Buy |
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|
2020
Q1 | $291K | Hold |
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|
2019
Q4 | $421K | Sell |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $421K | Buy |
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|
2019
Q1 | $412K | Buy |
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|
2018
Q4 | $343K | Buy |
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|
2018
Q3 | $429K | Buy |
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|
2018
Q2 | $390K | Buy |
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|
2018
Q1 | $357K | Hold |
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|
2017
Q4 | $359K | Sell |
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|
2017
Q3 | $350K | Buy |
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|
2017
Q2 | $324K | Sell |
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|
2017
Q1 | $329K | Buy |
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|
2016
Q4 | $322K | Sell |
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|
2016
Q3 | $332K | Hold |
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|
2016
Q2 | $307K | Buy |
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|
2016
Q1 | $280K | Buy |
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|
2015
Q4 | $281K | Buy |
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|
2015
Q3 | $260K | Hold |
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|
2015
Q2 | $297K | Buy |
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|
2015
Q1 | $292K | Sell |
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|
2014
Q4 | $296K | Sell |
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|
2014
Q3 | $299K | Sell |
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|
2014
Q2 | $334K | Sell |
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|
2014
Q1 | $434K | Sell |
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|
2013
Q4 | $605K | Buy |
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|
2013
Q3 | $536K | Sell |
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|
2013
Q2 | $496K | Buy |
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