Samalin Investment Counsel’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 | $481K | Sell |
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|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $507K | Buy |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $256K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $205K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $995K | Buy |
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|
2020
Q2 | $950K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $39K | Buy |
|