NorthCrest Asset Manangement’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 | $860K | Sell |
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|
2025
Q2 | $800K | Sell |
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|
2025
Q1 | $763K | Sell |
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|
2024
Q4 | $957K | Buy |
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|
2024
Q3 | $897K | Sell |
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|
2024
Q2 | $3.67M | Buy |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $722K | Sell |
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|
2023
Q3 | $669K | Sell |
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|
2023
Q2 | $727K | Buy |
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|
2023
Q1 | $655K | Buy |
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|
2022
Q4 | $584K | Buy |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $556K | Buy |
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