Roundview Capital’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 | $455K | Buy |
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|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $391K | Sell |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $342K | Hold |
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|
2021
Q3 | $336K | Buy |
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