Rice Partnership’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 | $183K | Sell |
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|
2025
Q2 | $167K | Sell |
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|
2025
Q1 | $156K | Sell |
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|
2024
Q4 | $455K | Buy |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $157K | Buy |
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|
2020
Q3 | $55K | Buy |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $8.41M | Buy |
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|
2019
Q3 | $6.04M | Buy |
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|
2019
Q2 | $5.76M | Buy |
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|
2019
Q1 | $5.32M | Buy |
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