Patten Group’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 | – | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $492K | Sell |
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|
2021
Q3 | $745K | Sell |
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|
2021
Q2 | $840K | Buy |
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|
2021
Q1 | $801K | Buy |
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|
2020
Q4 | $691K | Sell |
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|
2020
Q3 | $537K | Sell |
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|
2020
Q2 | $516K | Buy |
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|
2020
Q1 | $403K | Sell |
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|
2019
Q4 | $753K | Buy |
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|
2019
Q3 | $598K | Sell |
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|
2019
Q2 | $617K | Sell |
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|
2019
Q1 | $677K | Buy |
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|
2018
Q4 | $572K | Sell |
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|
2018
Q3 | $705K | Sell |
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|
2018
Q2 | $910K | Buy |
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|
2018
Q1 | $695K | Buy |
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|
2017
Q4 | $573K | Buy |
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|
2017
Q3 | $481K | Buy |
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|
2017
Q2 | $364K | Sell |
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|
2017
Q1 | $402K | Sell |
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|
2016
Q4 | $455K | Sell |
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|
2016
Q3 | $425K | Buy |
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|
2016
Q2 | $375K | Sell |
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|
2016
Q1 | $371K | Buy |
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|
2015
Q4 | $284K | Buy |
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|
2015
Q3 | $205K | Buy |
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|
2015
Q2 | $46.8K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $45K | Buy |
|