Proficio Capital Partners’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
Q2 | – | Sell |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $37.7M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $3.74M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $2.39M | Buy |
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|
2022
Q4 | $568K | Hold |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $962K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.69M | Sell |
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|
2019
Q4 | $2.32M | Hold |
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|
2019
Q3 | $2.12M | Sell |
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|
2019
Q2 | $2.25M | Hold |
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|
2019
Q1 | $2.21M | Sell |
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|
2018
Q4 | $1.98M | Buy |
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|
2018
Q3 | $2.08M | Buy |
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|
2018
Q2 | $992K | Buy |
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|
2018
Q1 | $496K | Hold |
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|
2017
Q4 | $498K | Hold |
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|
2017
Q3 | $484K | Hold |
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|
2017
Q2 | $458K | Hold |
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|
2017
Q1 | $449K | Hold |
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|
2016
Q4 | $441K | Hold |
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|
2016
Q3 | $406K | Hold |
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|
2016
Q2 | $395K | Buy |
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|
2016
Q1 | $306K | Hold |
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|
2015
Q4 | $312K | Buy |
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