Pinion Investment 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
Q3 | $518K | Buy |
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|
2025
Q2 | $442K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $262K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $364K | Buy |
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