Osborne Partners Capital 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 | $1.6M | Sell |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $3.54M | Buy |
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|
2021
Q4 | $3.21M | Buy |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $2.12M | Buy |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $978K | Buy |
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|
2020
Q2 | $830K | Buy |
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|
2020
Q1 | $607K | Buy |
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|
2019
Q4 | $694K | Buy |
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|
2019
Q3 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $202K | Sell |
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|
2017
Q4 | $229K | Sell |
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|
2017
Q3 | $232K | Buy |
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|
2017
Q2 | $214K | Buy |
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