Occidental Asset 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
Q2 | $733K | Buy |
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|
2025
Q1 | $667K | Hold |
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|
2024
Q4 | $739K | Hold |
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|
2024
Q3 | $739K | Hold |
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $724K | Sell |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $833K | Sell |
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|
2023
Q2 | $976K | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $590K | Hold |
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|
2020
Q2 | $564K | Hold |
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|
2020
Q1 | $451K | Hold |
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|
2019
Q4 | $653K | Hold |
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|
2019
Q3 | $596K | Hold |
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|
2019
Q2 | $613K | Buy |
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|
2019
Q1 | $576K | Hold |
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|
2018
Q4 | $503K | Hold |
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|
2018
Q3 | $634K | Sell |
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|
2018
Q2 | $635K | Hold |
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|
2018
Q1 | $589K | Buy |
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|
2017
Q4 | $573K | Sell |
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|
2017
Q3 | $571K | Buy |
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|
2017
Q2 | $530K | Sell |
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|
2017
Q1 | $519K | Hold |
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|
2016
Q4 | $509K | Sell |
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|
2016
Q3 | $525K | Sell |
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|
2016
Q2 | $833K | Buy |
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