Roffman Miller Associates’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 | $281K | Buy |
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|
2025
Q2 | $243K | Hold |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $415K | Buy |
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|
2021
Q1 | $399K | Hold |
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|
2020
Q4 | $354K | Buy |
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|
2020
Q3 | $260K | Sell |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $370K | Sell |
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|
2019
Q3 | $350K | Sell |
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|
2019
Q2 | $531K | Sell |
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|
2019
Q1 | $574K | Buy |
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|
2018
Q4 | $380K | Sell |
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|
2018
Q3 | $679K | Buy |
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