S.A. Mason’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 | $402K | Hold |
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|
2025
Q2 | $358K | Hold |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $387K | Buy |
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|
2021
Q1 | $370K | Hold |
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|
2020
Q4 | $328K | Hold |
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|
2020
Q3 | $251K | Hold |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $191K | Buy |
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|
2019
Q4 | $261K | Buy |
|