Pictet North America Advisors’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 | $224K | Hold |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $229K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $241K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $634K | Buy |
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|
2019
Q2 | $358K | Sell |
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|
2019
Q1 | $693K | Hold |
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|
2018
Q4 | $607K | Sell |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.61M | Sell |
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|
2018
Q1 | $2.59M | Sell |
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|
2017
Q4 | $6.56M | Sell |
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|
2017
Q3 | $6.67M | Sell |
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|
2017
Q2 | $6.43M | Sell |
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|
2017
Q1 | $6.51M | Buy |
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|
2016
Q4 | $4.28M | Buy |
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|
2016
Q3 | $2.22M | Buy |
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|
2016
Q2 | $1.78M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $4.97M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4.57M | Buy |
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|
2014
Q4 | $4.22M | Buy |
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|
2014
Q3 | $3.67M | Sell |
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|
2014
Q2 | $4.52M | Buy |
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|
2014
Q1 | $4.4M | Sell |
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|
2013
Q4 | $27M | Buy |
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