O'Shaughnessy 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
Q3 | $9.5M | Buy |
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|
2025
Q2 | $7.65M | Sell |
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|
2025
Q1 | $7.6M | Sell |
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|
2024
Q4 | $8.49M | Buy |
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|
2024
Q3 | $8.42M | Buy |
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|
2024
Q2 | $6.83M | Buy |
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|
2024
Q1 | $2.96M | Buy |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $461K | Buy |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | $183K | Hold |
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|
2020
Q2 | $175K | Buy |
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