Murphy Middleton Hinkle & Parker’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 | $666K | Buy |
|
|||||
|
2025
Q2 | $508K | Hold |
|
|||||
|
2025
Q1 | $508K | Hold |
|
|||||
|
2024
Q4 | $563K | Sell |
|
|||||
|
2024
Q3 | $566K | Sell |
|
|||||
|
2024
Q2 | $560K | Buy |
|
|||||
|
2024
Q1 | $567K | Sell |
|
|||||
|
2023
Q4 | $543K | Sell |
|
|||||
|
2023
Q3 | $480K | Hold |
|
|||||
|
2023
Q2 | $508K | Sell |
|
|||||
|
2023
Q1 | $529K | Sell |
|
|||||
|
2022
Q4 | $559K | Sell |
|
|||||
|
2022
Q3 | $568K | Sell |
|
|||||
|
2022
Q2 | $594K | Sell |
|
|||||
|
2022
Q1 | $752K | Buy |
|
|||||
|
2021
Q4 | $814K | Buy |
|
|||||
|
2021
Q3 | $756K | Sell |
|
|||||
|
2021
Q2 | $805K | Buy |
|
|||||
|
2021
Q1 | $775K | Sell |
|
|||||
|
2020
Q4 | $698K | Sell |
|
|||||
|
2020
Q3 | $543K | Sell |
|
|||||
|
2020
Q2 | $527K | Sell |
|
|||||
|
2020
Q1 | $422K | Buy |
|
|||||
|
2019
Q4 | $580K | Sell |
|
|||||
|
2019
Q3 | $533K | Sell |
|
|||||
|
2019
Q2 | $564K | Sell |
|
|||||
|
2019
Q1 | $563K | Sell |
|
|||||
|
2018
Q4 | $499K | Buy |
|
|||||
|
2018
Q3 | $627K | Sell |
|
|||||
|
2018
Q2 | $615K | Hold |
|
|||||
|
2018
Q1 | $570K | Buy |
|
|||||
|
2017
Q4 | $572K | Buy |
|