Montgomery 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
Q3 | $968K | Hold |
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|
2025
Q2 | $863K | Hold |
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|
2025
Q1 | $798K | Hold |
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|
2024
Q4 | $884K | Hold |
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|
2024
Q3 | $884K | Hold |
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|
2024
Q2 | $812K | Hold |
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|
2024
Q1 | $841K | Hold |
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|
2023
Q4 | $803K | Hold |
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|
2023
Q3 | $707K | Hold |
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|
2023
Q2 | $749K | Hold |
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|
2023
Q1 | $714K | Hold |
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|
2022
Q4 | $697K | Hold |
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|
2022
Q3 | $660K | Hold |
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|
2022
Q2 | $677K | Hold |
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|
2022
Q1 | $821K | Hold |
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|
2021
Q4 | $890K | Hold |
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|
2021
Q3 | $875K | Hold |
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|
2021
Q2 | $917K | Hold |
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|
2021
Q1 | $884K | Hold |
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|
2020
Q4 | $784K | Hold |
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|
2020
Q3 | $599K | Hold |
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|
2020
Q2 | $573K | Hold |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $960K | Hold |
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|
2019
Q3 | $877K | Hold |
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|
2019
Q2 | $901K | Hold |
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|
2019
Q1 | $887K | Hold |
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|
2018
Q4 | $776K | Hold |
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|
2018
Q3 | $976K | Buy |
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