Modera Wealth 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 | $37.7M | Sell |
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|
2025
Q1 | $36M | Sell |
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|
2024
Q4 | $40.5M | Sell |
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|
2024
Q3 | $40.8M | Sell |
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|
2024
Q2 | $37.7M | Sell |
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|
2024
Q1 | $39.9M | Sell |
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|
2023
Q4 | $38.9M | Buy |
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|
2023
Q3 | $33.5M | Sell |
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|
2023
Q2 | $39.7M | Buy |
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|
2023
Q1 | $34.5M | Sell |
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|
2022
Q4 | $62.3M | Buy |
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|
2022
Q3 | $57.4M | Buy |
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|
2022
Q2 | $47M | Buy |
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|
2022
Q1 | $45M | Buy |
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|
2021
Q4 | $23.3M | Buy |
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|
2021
Q3 | $20.9M | Buy |
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|
2021
Q2 | $21.7M | Buy |
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|
2021
Q1 | $19.9M | Buy |
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|
2020
Q4 | $17.3M | Buy |
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|
2020
Q3 | $9.76M | Buy |
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|
2020
Q2 | $8.19M | Buy |
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|
2020
Q1 | $2.42M | Buy |
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|
2019
Q4 | $349K | Buy |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $338K | Buy |
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|
2019
Q1 | $290K | Sell |
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|
2018
Q4 | $277K | Buy |
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|
2018
Q3 | $320K | Hold |
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|
2018
Q2 | $311K | Buy |
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|
2018
Q1 | $262K | Hold |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $323K | Buy |
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|
2017
Q2 | $245K | Sell |
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|
2017
Q1 | $246K | Buy |
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|
2016
Q4 | $233K | Sell |
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|
2016
Q3 | $302K | Buy |
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|
2016
Q2 | $206K | Sell |
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|
2016
Q1 | $292K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $363K | Buy |
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