Raab & Moskowitz Asset 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 | $534K | Hold |
|
|||||
|
2025
Q1 | $494K | Hold |
|
|||||
|
2024
Q4 | $547K | Hold |
|
|||||
|
2024
Q3 | $547K | Hold |
|
|||||
|
2024
Q2 | $502K | Sell |
|
|||||
|
2024
Q1 | $524K | Sell |
|
|||||
|
2023
Q4 | $537K | Hold |
|
|||||
|
2023
Q3 | $473K | Hold |
|
|||||
|
2023
Q2 | $501K | Sell |
|
|||||
|
2023
Q1 | $491K | Buy |
|
|||||
|
2022
Q4 | $477K | Buy |
|
|||||
|
2022
Q3 | $449K | Sell |
|
|||||
|
2022
Q2 | $495K | Sell |
|
|||||
|
2022
Q1 | $697K | Hold |
|
|||||
|
2021
Q4 | $756K | Hold |
|
|||||
|
2021
Q3 | $743K | Hold |
|
|||||
|
2021
Q2 | $779K | Hold |
|
|||||
|
2021
Q1 | $750K | Sell |
|
|||||
|
2020
Q4 | $671K | Hold |
|
|||||
|
2020
Q3 | $512K | Hold |
|
|||||
|
2020
Q2 | $490K | Sell |
|
|||||
|
2020
Q1 | $394K | Hold |
|
|||||
|
2019
Q4 | $571K | Hold |
|
|||||
|
2019
Q3 | $521K | Hold |
|
|||||
|
2019
Q2 | $536K | Hold |
|
|||||
|
2019
Q1 | $527K | Hold |
|
|||||
|
2018
Q4 | $461K | Sell |
|
|||||
|
2018
Q3 | $670K | Hold |
|
|||||
|
2018
Q2 | $651K | Sell |
|
|||||
|
2018
Q1 | $677K | Sell |
|
|||||
|
2017
Q4 | $1.02M | Sell |
|
|||||
|
2017
Q3 | $1.09M | Sell |
|
|||||
|
2017
Q2 | $1.12M | Sell |
|
|||||
|
2017
Q1 | $1.15M | Buy |
|
|||||
|
2016
Q4 | $932K | Sell |
|
|||||
|
2016
Q3 | $859K | Sell |
|
|||||
|
2016
Q2 | $834K | Buy |
|
|||||
|
2016
Q1 | $791K | Sell |
|
|||||
|
2015
Q4 | $891K | Buy |
|
|||||
|
2015
Q3 | $778K | Sell |
|
|||||
|
2015
Q2 | $898K | Sell |
|
|||||
|
2015
Q1 | $911K | Sell |
|
|||||
|
2014
Q4 | $898K | Buy |
|
|||||
|
2014
Q3 | $820K | Sell |
|
|||||
|
2014
Q2 | $947K | Sell |
|
|||||
|
2014
Q1 | $941K | Buy |
|
|||||
|
2013
Q4 | $810K | Buy |
|