Moody Aldrich Partners’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
Q4 | $2.59M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.98M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $891K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $446K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.92M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $19M | Buy |
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