Orca 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
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $1.73M | Buy |
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|
2019
Q3 | $1.57M | Sell |
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|
2019
Q2 | $1.67M | Sell |
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|
2019
Q1 | $1.67M | Sell |
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|
2018
Q4 | $1.54M | Sell |
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|
2018
Q3 | $2.05M | Sell |
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|
2018
Q2 | $2.11M | Buy |
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|
2018
Q1 | $590K | Sell |
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|
2017
Q4 | $891K | Hold |
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|
2017
Q3 | $866K | Hold |
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|
2017
Q2 | $824K | Hold |
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|
2017
Q1 | $804K | Hold |
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|
2016
Q4 | $788K | Buy |
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|
2016
Q3 | $720K | Hold |
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|
2016
Q2 | $667K | Sell |
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|
2016
Q1 | $652K | Sell |
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|
2015
Q4 | $687K | Buy |
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|
2015
Q3 | $655K | Hold |
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|
2015
Q2 | $749K | Hold |
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|
2015
Q1 | $746K | Hold |
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|
2014
Q4 | $717K | Sell |
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|
2014
Q3 | $707K | Buy |
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|
2014
Q2 | $744K | Sell |
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|
2014
Q1 | $760K | Hold |
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|
2013
Q4 | $754K | Buy |
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