Round Rock Advisors’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 | $689K | Sell |
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|
2025
Q2 | $648K | Sell |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $635K | Hold |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $631K | Sell |
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|
2023
Q4 | $693K | Sell |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $697K | Buy |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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