Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q2 | $599K | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $403K | Buy |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $374K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $782K | Buy |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $729K | Sell |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $755K | Buy |
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|
2021
Q2 | $776K | Buy |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $92K | Sell |
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|
2020
Q2 | $125K | Sell |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $537K | Buy |
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|
2019
Q3 | $458K | Sell |
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|
2019
Q2 | $482K | Sell |
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|
2019
Q1 | $606K | Buy |
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|
2018
Q4 | $414K | Sell |
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|
2018
Q3 | $526K | Sell |
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|
2018
Q2 | $582K | Sell |
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|
2018
Q1 | $573K | Sell |
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|
2017
Q4 | $652K | Buy |
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|
2017
Q3 | $567K | Buy |
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|
2017
Q2 | $511K | Buy |
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|
2017
Q1 | $462K | Buy |
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|
2016
Q4 | $333K | Buy |
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