Montag & Associates’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 | $6.56M | Sell |
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|
2025
Q2 | $6.49M | Sell |
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|
2025
Q1 | $7.76M | Sell |
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|
2024
Q4 | $9.07M | Sell |
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|
2024
Q3 | $9.43M | Sell |
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|
2024
Q2 | $8.96M | Buy |
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|
2024
Q1 | $6.69M | Buy |
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|
2023
Q4 | $6.29M | Buy |
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|
2023
Q3 | $3.61M | Sell |
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|
2023
Q2 | $3.86M | Sell |
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|
2023
Q1 | $3.77M | Sell |
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|
2022
Q4 | $3.77M | Sell |
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|
2022
Q3 | $4.08M | Buy |
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|
2022
Q2 | $4.16M | Sell |
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|
2022
Q1 | $5.83M | Sell |
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|
2021
Q4 | $6.63M | Buy |
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|
2021
Q3 | $6.47M | Sell |
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|
2021
Q2 | $6.99M | Hold |
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|
2021
Q1 | $6.74M | Buy |
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|
2020
Q4 | $4.2M | Buy |
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|
2020
Q3 | $2.52M | Sell |
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|
2020
Q2 | $2.58M | Sell |
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|
2020
Q1 | $2.15M | Sell |
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|
2019
Q4 | $3.38M | Sell |
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|
2019
Q3 | $3.1M | Sell |
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|
2019
Q2 | $3.2M | Buy |
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|
2019
Q1 | $3.09M | Sell |
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|
2018
Q4 | $3.09M | Sell |
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|
2018
Q3 | $4.1M | Sell |
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|
2018
Q2 | $8.24M | Buy |
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|
2018
Q1 | $2.93M | Sell |
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|
2017
Q4 | $6.14M | Sell |
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|
2017
Q3 | $6.48M | Sell |
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|
2017
Q2 | $8.22M | Buy |
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|
2017
Q1 | $7.64M | Sell |
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|
2016
Q4 | $12.2M | Buy |
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|
2016
Q3 | $4.32M | Buy |
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|
2016
Q2 | $2.45M | Buy |
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|
2016
Q1 | $1.05M | Buy |
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|
2015
Q4 | $989K | Buy |
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|
2015
Q3 | $908K | Buy |
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|
2015
Q2 | $836K | Buy |
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|
2015
Q1 | $783K | Hold |
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|
2014
Q4 | $753K | Hold |
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|
2014
Q3 | $689K | Hold |
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|
2014
Q2 | $748K | Hold |
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|
2014
Q1 | $733K | Hold |
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|
2013
Q4 | $727K | Hold |
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|
2013
Q3 | $672K | Hold |
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|
2013
Q2 | $611K | Buy |
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