Sawyer & Company’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 | $6K | Hold |
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|
2025
Q2 | $6K | Hold |
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|
2025
Q1 | $6K | Hold |
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|
2024
Q4 | $7K | Sell |
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|
2024
Q3 | $51K | Sell |
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|
2024
Q2 | $52K | Hold |
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|
2024
Q1 | $54K | Hold |
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|
2023
Q4 | $52K | Hold |
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|
2023
Q3 | $45K | Sell |
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|
2023
Q2 | $64K | Sell |
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|
2023
Q1 | $74K | Sell |
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|
2022
Q4 | $83K | Buy |
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|
2022
Q3 | $74K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $93K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $99K | Hold |
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|
2021
Q2 | $103K | Hold |
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|
2021
Q1 | $100K | Hold |
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|
2020
Q4 | $88K | Hold |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $65K | Hold |
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|
2020
Q1 | $52K | Hold |
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|
2019
Q4 | $75K | Hold |
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|
2019
Q3 | $68K | Hold |
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|
2019
Q2 | $70K | Hold |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $60K | Hold |
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|
2018
Q3 | $76K | Hold |
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|
2018
Q2 | $74K | Hold |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $69K | Buy |
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