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
Q4
$2.56M Buy
2025
Q1
Sell
2024
Q4
$617K Sell
2024
Q3
$14.4M Buy
2021
Q4
Sell
2021
Q3
$10.5M Sell
2021
Q2
$14.6M Buy
2021
Q1
$13.4M Buy
2018
Q3
Sell
2018
Q2
$74K Hold
2018
Q1
$68K Hold
2017
Q4
$69K Hold
2017
Q3
$68K Hold
2017
Q2
$63K Hold
2017
Q1
$62K Buy
2016
Q4
$34K Sell
2016
Q3
$60K Buy
2016
Q2
$51K Buy