Pathstone 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
Q2
$196M Buy
2025
Q1
$180M Sell
2024
Q4
$201M Sell
2024
Q3
$207M Buy
2024
Q2
$188M Buy
2024
Q1
$193M Buy
2023
Q4
$184M Buy