Mogy Joel R Investment Counsel’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 | $207K | Hold |
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|
2025
Q2 | $185K | Sell |
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|
2025
Q1 | $199K | Buy |
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|
2024
Q4 | $70.7K | Hold |
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|
2024
Q3 | $70.7K | Hold |
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|
2024
Q2 | $64.9K | Hold |
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|
2024
Q1 | $67.3K | Hold |
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|
2023
Q4 | $64.2K | Sell |
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|
2023
Q3 | $110K | Hold |
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|
2023
Q2 | $116K | Sell |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $990K | Buy |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $559K | Hold |
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|
2020
Q3 | $427K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $599K | Sell |
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|
2019
Q4 | $1.21M | Hold |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $1M | Sell |
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|
2018
Q4 | $882K | Sell |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.12M | Hold |
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|
2017
Q4 | $1.13M | Hold |
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|
2017
Q3 | $1.09M | Hold |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $955K | Sell |
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|
2016
Q4 | $944K | Hold |
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|
2016
Q3 | $869K | Hold |
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|
2016
Q2 | $805K | Sell |
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|
2016
Q1 | $791K | Buy |
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|
2015
Q4 | $782 | Sell |
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|
2015
Q3 | $693K | Sell |
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|
2015
Q2 | $830K | Sell |
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|
2015
Q1 | $933K | Sell |
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|
2014
Q4 | $921K | Sell |
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|
2014
Q3 | $863K | Hold |
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|
2014
Q2 | $937K | Sell |
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|
2014
Q1 | $1.07M | Sell |
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|
2013
Q4 | $1.12M | Hold |
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|
2013
Q3 | $1.03M | Sell |
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|
2013
Q2 | $1.02M | Buy |
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