Northeast 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 | $433K | Hold |
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|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $411K | Buy |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $345K | Hold |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $356K | Hold |
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|
2021
Q1 | $343K | Sell |
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|
2020
Q4 | $308K | Sell |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $271K | Sell |
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|
2019
Q2 | $291K | Hold |
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|
2019
Q1 | $287K | Sell |
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|
2018
Q4 | $253K | Hold |
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|
2018
Q3 | $319K | Hold |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $287K | Hold |
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|
2017
Q4 | $289K | Sell |
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|
2017
Q3 | $309K | Sell |
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|
2017
Q2 | $313K | Buy |
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|
2017
Q1 | $262K | Hold |
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|
2016
Q4 | $257K | Hold |
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|
2016
Q3 | $237K | Sell |
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|
2016
Q2 | $238K | Sell |
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|
2016
Q1 | $244K | Sell |
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|
2015
Q4 | $272K | Hold |
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|
2015
Q3 | $264K | Sell |
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|
2015
Q2 | $312K | Hold |
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|
2015
Q1 | $311K | Hold |
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|
2014
Q4 | $299K | Hold |
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|
2014
Q3 | $273K | Hold |
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|
2014
Q2 | $297K | Hold |
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|
2014
Q1 | $291K | Hold |
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|
2013
Q4 | $288K | Buy |
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