Punch & Associates Investment Management’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 | $30.2K | Hold |
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|
2025
Q1 | $27.9K | Sell |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $30.9K | Sell |
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|
2024
Q2 | $29K | Buy |
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|
2024
Q1 | $29.4K | Sell |
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|
2023
Q4 | $46.4K | Hold |
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|
2023
Q3 | $40.8K | Hold |
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|
2023
Q2 | $43.3K | Hold |
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|
2023
Q1 | $41.2K | Hold |
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|
2022
Q4 | $40.3K | Sell |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $83K | Buy |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $56K | Sell |
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|
2021
Q1 | $57K | Buy |
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|
2020
Q4 | $33K | Sell |
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|
2020
Q3 | $155K | Hold |
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|
2020
Q2 | $148K | Sell |
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|
2020
Q1 | $119K | Sell |
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|
2019
Q4 | $616K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.99M | Buy |
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|
2018
Q3 | $320K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $273K | Buy |
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