&Partners’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 | $25M | Buy |
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|
2025
Q2 | $20.2M | Buy |
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|
2025
Q1 | $18.7M | Buy |
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|
2024
Q4 | $20.5M | Buy |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $5.62M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $313K | Sell |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $208K | Sell |
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|
2019
Q2 | $291K | Hold |
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|
2019
Q1 | $287K | Hold |
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|
2018
Q4 | $251K | Buy |
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