Pinkerton Retirement Specialists’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
Q1 | – | Sell |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $14.4M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $10.5M | Sell |
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|
2021
Q2 | $14.6M | Buy |
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|
2021
Q1 | $13.4M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $74K | Hold |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $69K | Hold |
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|
2017
Q3 | $68K | Hold |
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|
2017
Q2 | $63K | Hold |
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|
2017
Q1 | $62K | Buy |
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|
2016
Q4 | $34K | Sell |
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|
2016
Q3 | $60K | Buy |
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|
2016
Q2 | $51K | Buy |
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