Pinnacle Wealth Management Advisory 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
Q3 | $14.9M | Sell |
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|
2025
Q2 | $13.3M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $12.4M | Buy |
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|
2024
Q3 | $12.4M | Buy |
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $11.3M | Sell |
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|
2023
Q4 | $10.9M | Sell |
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|
2023
Q3 | $9.71M | Buy |
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|
2023
Q2 | $8.39M | Sell |
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|
2023
Q1 | $10.3M | Buy |
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|
2022
Q4 | $8.67M | Buy |
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|
2022
Q3 | $7.08M | Buy |
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|
2022
Q2 | $5.3M | Buy |
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|
2022
Q1 | $6.34M | Buy |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q3 | $625K | Buy |
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|
2021
Q2 | $492K | Hold |
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|
2021
Q1 | $474K | Buy |
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|
2020
Q4 | $357K | Sell |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.43M | Sell |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.41M | Hold |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.32M | Buy |
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|
2019
Q1 | $1.29M | Hold |
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|
2018
Q4 | $1.13M | Hold |
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|
2018
Q3 | $1.42M | Hold |
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|
2018
Q2 | $1.38M | Hold |
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|
2018
Q1 | $1.28M | Hold |
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|
2017
Q4 | $1.29M | Hold |
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|
2017
Q3 | $1.25M | Hold |
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|
2017
Q2 | $1.19M | Buy |
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|
2017
Q1 | $1.15M | Hold |
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|
2016
Q4 | $1.13M | Hold |
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|
2016
Q3 | $1.04M | Hold |
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|
2016
Q2 | $960K | Sell |
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|
2016
Q1 | $1.09M | Sell |
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|
2015
Q4 | $1.16M | Buy |
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