Plancorp LLC’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 | $1.19M | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $550K | Buy |
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|
2024
Q2 | $487K | Buy |
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|
2024
Q1 | $487K | Buy |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $625K | Hold |
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|
2023
Q1 | $595K | Hold |
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|
2022
Q4 | $582K | Sell |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $614K | Buy |
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|
2022
Q1 | $706K | Hold |
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|
2021
Q4 | $765K | Hold |
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|
2021
Q3 | $753K | Sell |
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|
2021
Q2 | $825K | Hold |
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|
2021
Q1 | $795K | Hold |
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|
2020
Q4 | $705K | Buy |
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|
2020
Q3 | $515K | Sell |
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|
2020
Q2 | $541K | Sell |
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|
2020
Q1 | $449K | Sell |
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|
2019
Q4 | $796K | Sell |
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|
2019
Q3 | $729K | Buy |
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|
2019
Q2 | $745K | Hold |
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|
2019
Q1 | $733K | Buy |
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|
2018
Q4 | $625K | Hold |
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|
2018
Q3 | $787K | Buy |
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|
2018
Q2 | $660K | Hold |
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|
2018
Q1 | $611K | Buy |
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|
2017
Q4 | $326K | Hold |
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|
2017
Q3 | $317K | Buy |
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|
2017
Q2 | $288K | Sell |
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|
2017
Q1 | $789K | Hold |
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|
2016
Q4 | $774K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $234K | Hold |
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|
2015
Q3 | $227K | Sell |
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|
2015
Q2 | $462K | Hold |
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|
2015
Q1 | $460K | Buy |
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|
2014
Q4 | $249K | Sell |
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|
2014
Q3 | $552K | Buy |
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|
2014
Q2 | $247K | Sell |
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|
2014
Q1 | $730K | Buy |
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|
2013
Q4 | $581K | Buy |
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