Nichols & Pratt Advisers’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 | $324K | Sell |
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|
2025
Q1 | $342K | Buy |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $955K | Hold |
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|
2023
Q4 | $911K | Sell |
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|
2023
Q3 | $908K | Buy |
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|
2023
Q2 | $916K | Sell |
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|
2023
Q1 | $962K | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $900K | Buy |
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|
2022
Q2 | $917K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.58M | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $1.81M | Sell |
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|
2019
Q2 | $1.89M | Sell |
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|
2019
Q1 | $1.88M | Sell |
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|
2018
Q4 | $1.67M | Buy |
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|
2018
Q3 | $2.04M | Sell |
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|
2018
Q2 | $2.19M | Buy |
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|
2018
Q1 | $1.97M | Sell |
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|
2017
Q4 | $2.34M | Sell |
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|
2017
Q3 | $2.27M | Buy |
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|
2017
Q2 | $2.09M | Buy |
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|
2017
Q1 | $2.03M | Sell |
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|
2016
Q4 | $2.11M | Hold |
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|
2016
Q3 | $1.94M | Hold |
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|
2016
Q2 | $1.8M | Sell |
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|
2016
Q1 | $3.38M | Sell |
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|
2015
Q4 | $3.44M | Sell |
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|
2015
Q3 | $3.34M | Hold |
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|
2015
Q2 | $3.82M | Buy |
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|
2015
Q1 | $2.01M | Hold |
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|
2014
Q4 | $1.94M | Sell |
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|
2014
Q3 | $1.78M | Sell |
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|
2014
Q2 | $3.27M | Sell |
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|
2014
Q1 | $3.23M | Sell |
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|
2013
Q4 | $3.48M | Sell |
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|
2013
Q3 | $3.38M | Buy |
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|
2013
Q2 | $3.08M | Buy |
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