Orion Portfolio Solutions’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
Q1 | $3.27M | Sell |
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|
2024
Q4 | $3.79M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $2.72M | Sell |
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|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $2.7M | Sell |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $4.16M | Buy |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.87M | Buy |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $3.05M | Buy |
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|
2021
Q4 | $3.22M | Sell |
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|
2021
Q3 | $3.23M | Buy |
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|
2021
Q2 | $3.05M | Buy |
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|
2021
Q1 | $2.88M | Sell |
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|
2020
Q4 | $8.37M | Buy |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.57M | Sell |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $2.17M | Buy |
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