NewEdge 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
Q2 | $20.3M | Sell |
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|
2025
Q1 | $21.8M | Sell |
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|
2024
Q4 | $25.9M | Sell |
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|
2024
Q3 | $40.1M | Buy |
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|
2024
Q2 | $32.5M | Buy |
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|
2024
Q1 | $33M | Buy |
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|
2023
Q4 | $24.5M | Sell |
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|
2023
Q3 | $25M | Buy |
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|
2023
Q2 | $22.2M | Buy |
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|
2023
Q1 | $18.5M | Buy |
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|
2022
Q4 | $16.1M | Buy |
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|
2022
Q3 | $9.93M | Sell |
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|
2022
Q2 | $10.3M | Buy |
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|
2022
Q1 | $11.8M | Sell |
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|
2021
Q4 | $13.3M | Buy |
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|
2021
Q3 | $9.02M | Buy |
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|
2021
Q2 | $6.27M | Sell |
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|
2021
Q1 | $6.12M | Buy |
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|
2020
Q4 | $4.9M | Sell |
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|
2020
Q3 | $4.14M | Buy |
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|
2020
Q2 | $3.38M | Sell |
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|
2020
Q1 | $3.06M | Buy |
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|
2019
Q4 | $4.32M | Hold |
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|
2019
Q3 | $3.95M | Buy |
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|
2019
Q2 | $3.39M | Sell |
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|
2019
Q1 | $3.56M | Sell |
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|
2018
Q4 | $3.49K | Sell |
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|
2018
Q3 | $4.44M | Buy |
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|
2018
Q2 | $3.62K | Buy |
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|
2018
Q1 | $3.21M | Buy |
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|
2017
Q4 | $1.51M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $825K | Buy |
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