Moody Lynn & Lieberson’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 | $1.01M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $4.02M | Buy |
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|
2023
Q3 | $879K | Buy |
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|
2023
Q2 | $930K | Buy |
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|
2023
Q1 | $884K | Buy |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $831K | Buy |
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|
2022
Q2 | $833K | Sell |
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|
2022
Q1 | $6.45M | Buy |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $10.6M | Buy |
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|
2020
Q3 | $845K | Sell |
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|
2020
Q2 | $812K | Buy |
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|
2020
Q1 | $648 | Sell |
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|
2019
Q4 | $5.92M | Sell |
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|
2019
Q3 | $12.2M | Buy |
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|
2019
Q2 | $1.99M | Buy |
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|
2019
Q1 | $1.94M | Buy |
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|
2018
Q4 | $1.67M | Sell |
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|
2018
Q3 | $4.65M | Sell |
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|
2018
Q2 | $4.72M | Buy |
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|
2018
Q1 | $1.88M | Sell |
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|
2017
Q4 | $2.82M | Buy |
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|
2017
Q3 | $2.06M | Sell |
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|
2017
Q2 | $1.97M | Sell |
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|
2017
Q1 | $2.09M | Sell |
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|
2016
Q4 | $19.7M | Buy |
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|
2016
Q3 | $7.45M | Buy |
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|
2016
Q2 | $971K | Sell |
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|
2016
Q1 | $5.71M | Buy |
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|
2015
Q4 | $2.94M | Buy |
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|
2015
Q3 | $2.73M | Sell |
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|
2015
Q2 | $10.7M | Buy |
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|
2015
Q1 | $3.11M | Sell |
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|
2014
Q4 | $3.07M | Sell |
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|
2014
Q3 | $4.06M | Sell |
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|
2014
Q2 | $11M | Buy |
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|
2014
Q1 | $6.66M | Sell |
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|
2013
Q4 | $8.33M | Sell |
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|
2013
Q3 | $9.84M | Buy |
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|
2013
Q2 | $2.11M | Buy |
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