ProVise Management 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
Q1 | – | Sell |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $375K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $640K | Sell |
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|
2022
Q4 | $759K | Sell |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $908K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $947K | Buy |
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|
2021
Q3 | $926K | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $936K | Hold |
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|
2020
Q4 | $830K | Hold |
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|
2020
Q3 | $634K | Hold |
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|
2020
Q2 | $606K | Hold |
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|
2020
Q1 | $485K | Hold |
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|
2019
Q4 | $702K | Sell |
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|
2019
Q3 | $650K | Hold |
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|
2019
Q2 | $668K | Hold |
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|
2019
Q1 | $658K | Sell |
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|
2018
Q4 | $899K | Sell |
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|
2018
Q3 | $1.27M | Buy |
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|
2018
Q2 | $1.22K | Sell |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.34M | Sell |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $1M | Buy |
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|
2016
Q4 | $863K | Buy |
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|
2016
Q3 | $422K | Sell |
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|
2016
Q2 | $396K | Sell |
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|
2016
Q1 | $436K | Buy |
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|
2015
Q4 | $439K | Buy |
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|
2015
Q3 | $241K | Buy |
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