Plante Moran Financial 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 | $609K | Buy |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $575K | Buy |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $707K | Buy |
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|
2023
Q1 | $673K | Sell |
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|
2022
Q4 | $844K | Buy |
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|
2022
Q3 | $777K | Buy |
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|
2022
Q2 | $792K | Buy |
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|
2022
Q1 | $719K | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $696K | Buy |
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|
2020
Q2 | $628K | Sell |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $2.73M | Sell |
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|
2019
Q2 | $2.9M | Sell |
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|
2019
Q1 | $3.04M | Buy |
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|
2018
Q4 | $2.49M | Buy |
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|
2018
Q3 | $2.29M | Sell |
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|
2018
Q2 | $2.34M | Sell |
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|
2018
Q1 | $2.22M | Sell |
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|
2017
Q4 | $2.24M | Sell |
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|
2017
Q3 | $2.73M | Buy |
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|
2017
Q2 | $1.24M | Sell |
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|
2017
Q1 | $1.21M | Sell |
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|
2016
Q4 | $1.28M | Buy |
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|
2016
Q3 | $470K | Buy |
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|
2016
Q2 | $309K | Hold |
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|
2016
Q1 | $298K | Sell |
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|
2015
Q4 | $312K | Buy |
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|
2015
Q3 | $302K | Buy |
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|
2015
Q2 | $330K | Buy |
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|
2015
Q1 | $283K | Buy |
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|
2014
Q4 | $257K | Buy |
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|
2014
Q3 | $226K | Buy |
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|
2014
Q2 | $88K | Buy |
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|
2014
Q1 | $61K | Sell |
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|
2013
Q4 | $64K | Buy |
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|
2013
Q3 | $59K | Buy |
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|
2013
Q2 | $25K | Buy |
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