Osaic Holdings’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 | $129M | Buy |
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|
2025
Q2 | $99.7M | Buy |
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|
2025
Q1 | $87.1M | Buy |
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|
2024
Q4 | $96.2M | Buy |
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|
2024
Q3 | $95.9M | Sell |
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|
2024
Q2 | $108M | Sell |
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|
2024
Q1 | $136M | Sell |
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|
2023
Q4 | $176M | Sell |
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|
2023
Q3 | $204M | Buy |
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|
2023
Q2 | $140M | Buy |
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|
2023
Q1 | $133M | Buy |
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|
2022
Q4 | $126M | Sell |
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|
2022
Q3 | $120M | Buy |
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|
2022
Q2 | $121M | Sell |
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|
2022
Q1 | $182M | Sell |
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|
2021
Q4 | $231M | Buy |
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|
2021
Q3 | $225M | Buy |
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|
2021
Q2 | $206M | Buy |
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|
2021
Q1 | $183M | Buy |
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|
2020
Q4 | $102M | Buy |
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|
2020
Q3 | $77.6M | Sell |
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|
2020
Q2 | $80.1M | Sell |
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|
2020
Q1 | $56.3M | Buy |
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