North Star Investment Management’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 | $1.83M | Sell |
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|
2025
Q2 | $1.67M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $6.97M | Sell |
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|
2024
Q3 | $7.02M | Buy |
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|
2024
Q2 | $6.27M | Buy |
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|
2024
Q1 | $6.31M | Buy |
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|
2023
Q4 | $5.63M | Buy |
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|
2023
Q3 | $4.77M | Buy |
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|
2023
Q2 | $2.97M | Buy |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $750K | Hold |
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|
2022
Q3 | $710K | Hold |
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|
2022
Q2 | $729K | Buy |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $833K | Buy |
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|
2021
Q3 | $746K | Buy |
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|
2021
Q2 | $770K | Sell |
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|
2021
Q1 | $752K | Buy |
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|
2020
Q4 | $650K | Hold |
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|
2020
Q3 | $497K | Sell |
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|
2020
Q2 | $486K | Hold |
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|
2020
Q1 | $389K | Buy |
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|
2019
Q4 | $539K | Hold |
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|
2019
Q3 | $492K | Buy |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $497K | Sell |
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|
2018
Q4 | $466K | Buy |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $351K | Hold |
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|
2018
Q1 | $326K | Buy |
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|
2017
Q4 | $303K | Hold |
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|
2017
Q3 | $294K | Hold |
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|
2017
Q2 | $280K | Sell |
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|
2017
Q1 | $280K | Hold |
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|
2016
Q4 | $274K | Buy |
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|
2016
Q3 | $240K | Hold |
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|
2016
Q2 | $222K | Sell |
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|
2016
Q1 | $224K | Hold |
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|
2015
Q4 | $228K | Sell |
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|
2015
Q3 | $230K | Buy |
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|
2015
Q2 | $261K | Hold |
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|
2015
Q1 | $260K | Hold |
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|
2014
Q4 | $250K | Hold |
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|
2014
Q3 | $228K | Hold |
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|
2014
Q2 | $248K | Sell |
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|
2014
Q1 | $266K | Sell |
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|
2013
Q4 | $289K | Sell |
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|
2013
Q3 | $286K | Buy |
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