Nicholas Investment Partners’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 | $6.33M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $4.08M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $542K | Buy |
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|
2020
Q2 | $420K | Buy |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $380K | Sell |
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|
2014
Q4 | $1.25M | Buy |
|