MOTCO’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 | $106K | Hold |
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|
2025
Q2 | $95.9K | Hold |
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|
2025
Q1 | $87.2K | Hold |
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|
2024
Q4 | $96.6K | Sell |
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|
2024
Q3 | $113K | Hold |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $90.3K | Hold |
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|
2023
Q2 | $95.7K | Buy |
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|
2023
Q1 | $88.3K | Sell |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $143K | Sell |
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|
2022
Q2 | $195K | Sell |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $79K | Hold |
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|
2020
Q1 | $63K | Hold |
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|
2019
Q4 | $92K | Hold |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $86K | Hold |
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|
2019
Q1 | $85K | Hold |
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|
2018
Q4 | $74K | Sell |
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|
2018
Q3 | $115K | Hold |
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|
2018
Q2 | $112K | Hold |
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|
2018
Q1 | $104K | Sell |
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|
2017
Q4 | $110K | Sell |
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|
2017
Q3 | $221K | Hold |
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|
2017
Q2 | $210K | Buy |
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|
2017
Q1 | $48K | Hold |
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|
2016
Q4 | $47K | Hold |
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|
2016
Q3 | $43K | Hold |
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|
2016
Q2 | $40K | Hold |
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|
2016
Q1 | $39K | Hold |
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|
2015
Q4 | $39K | Hold |
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|
2015
Q3 | $38K | Sell |
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|
2015
Q2 | $48K | Sell |
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|
2015
Q1 | $85K | Sell |
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|
2014
Q4 | $106K | Sell |
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|
2014
Q3 | $127K | Buy |
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|
2014
Q2 | $85K | Hold |
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|
2014
Q1 | $84K | Hold |
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|
2013
Q4 | $83K | Sell |
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|
2013
Q3 | $111K | Hold |
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|
2013
Q2 | $101K | Buy |
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