Sage Mountain 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 | $953K | Sell |
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|
2025
Q2 | $855K | Sell |
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|
2025
Q1 | $815K | Buy |
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|
2024
Q4 | $895K | Sell |
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|
2024
Q3 | $903K | Buy |
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|
2024
Q2 | $728K | Buy |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $186K | Sell |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $586K | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $669K | Buy |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $285K | Buy |
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|
2020
Q4 | $227K | Buy |
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