Newport Capital Group’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 | $7.97M | Buy |
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|
2025
Q2 | $7.06M | Buy |
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|
2025
Q1 | $6.35M | Buy |
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|
2024
Q4 | $6.91M | Buy |
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|
2024
Q3 | $6.77M | Buy |
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|
2024
Q2 | $6.16M | Buy |
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|
2023
Q3 | $5.35M | Sell |
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|
2023
Q2 | $5.79M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.24M | Sell |
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|
2022
Q3 | $9.67M | Buy |
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|
2022
Q2 | $4.95M | Buy |
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|
2022
Q1 | $5.75M | Buy |
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|
2021
Q4 | $5.86M | Buy |
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|
2021
Q3 | $5.68M | Buy |
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|
2021
Q2 | $5.86M | Buy |
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|
2021
Q1 | $5.55M | Sell |
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|
2020
Q4 | $4.95M | Buy |
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