Miller Investment 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
Q2 | $1.7M | Hold |
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|
2025
Q1 | $1.58M | Hold |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $12.4M | Sell |
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|
2024
Q1 | $19.9M | Buy |
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|
2023
Q4 | $18.9M | Buy |
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|
2023
Q3 | $16.2M | Sell |
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|
2023
Q2 | $17.2M | Sell |
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|
2023
Q1 | $16.4M | Sell |
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|
2022
Q4 | $16.1M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $376K | Hold |
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|
2021
Q4 | $408K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.24M | Sell |
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|
2019
Q3 | $4.91M | Hold |
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|
2019
Q2 | $5.04M | Hold |
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|
2019
Q1 | $4.96M | Hold |
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|
2018
Q4 | $4.34M | Buy |
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|
2018
Q3 | $705K | Hold |
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|
2018
Q2 | $685K | Hold |
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|
2018
Q1 | $635K | Hold |
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|
2017
Q4 | $638K | Buy |
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|
2017
Q3 | $401K | Sell |
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|
2017
Q2 | $404K | Sell |
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|
2017
Q1 | $473K | Buy |
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|
2016
Q4 | $418K | Hold |
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|
2016
Q3 | $385K | Sell |
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|
2016
Q2 | $410K | Sell |
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|
2016
Q1 | $536K | Buy |
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|
2015
Q4 | $446K | Sell |
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|
2015
Q3 | $1.03M | Sell |
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|
2015
Q2 | $1.27M | Hold |
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|
2015
Q1 | $1.27M | Buy |
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