Naples Global Advisors’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 | $1.21M | Sell |
|
|||||
|
2025
Q2 | $1.09M | Buy |
|
|||||
|
2025
Q1 | $991K | Sell |
|
|||||
|
2024
Q4 | $1.1M | Buy |
|
|||||
|
2024
Q3 | $1.04M | Sell |
|
|||||
|
2024
Q2 | $976K | Sell |
|
|||||
|
2024
Q1 | $1.02M | Buy |
|
|||||
|
2023
Q4 | $931K | Sell |
|
|||||
|
2023
Q3 | $839K | Sell |
|
|||||
|
2023
Q2 | $934K | Sell |
|
|||||
|
2023
Q1 | $901K | Buy |
|
|||||
|
2022
Q4 | $804K | Buy |
|
|||||
|
2022
Q3 | $735K | Buy |
|
|||||
|
2022
Q2 | $727K | Buy |
|
|||||
|
2022
Q1 | $812K | Buy |
|
|||||
|
2021
Q4 | $765K | Sell |
|
|||||
|
2021
Q3 | $786K | Buy |
|
|||||
|
2021
Q2 | $698K | Hold |
|
|||||
|
2021
Q1 | $672K | Sell |
|
|||||
|
2020
Q4 | $640K | Buy |
|
|||||
|
2020
Q3 | $473K | Buy |
|
|||||
|
2020
Q2 | $426K | Sell |
|
|||||
|
2020
Q1 | $343K | Sell |
|
|||||
|
2019
Q4 | $571K | Sell |
|
|||||
|
2019
Q3 | $537K | Sell |
|
|||||
|
2019
Q2 | $559K | Sell |
|
|||||
|
2019
Q1 | $574K | Buy |
|
|||||
|
2018
Q4 | $502K | Buy |
|
|||||
|
2018
Q3 | $533K | Hold |
|
|||||
|
2018
Q2 | $518K | Hold |
|
|||||
|
2018
Q1 | $480K | Sell |
|
|||||
|
2017
Q4 | $537K | Sell |
|
|||||
|
2017
Q3 | $541K | Buy |
|
|||||
|
2017
Q2 | $509K | Sell |
|
|||||
|
2017
Q1 | $518K | Hold |
|
|||||
|
2016
Q4 | $508K | Hold |
|
|||||
|
2016
Q3 | $468K | Hold |
|
|||||
|
2016
Q2 | $433K | Hold |
|
|||||
|
2016
Q1 | $417K | Buy |
|
|||||
|
2015
Q4 | $423K | Hold |
|
|||||
|
2015
Q3 | $410K | Sell |
|
|||||
|
2015
Q2 | $513K | Buy |
|
|||||
|
2015
Q1 | $496K | Buy |
|
|||||
|
2014
Q4 | $474K | Sell |
|
|||||
|
2014
Q3 | $448K | Hold |
|
|||||
|
2014
Q2 | $487K | Sell |
|
|||||
|
2014
Q1 | $494K | Hold |
|
|||||
|
2013
Q4 | $490K | Buy |
|