Segment Wealth Management’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 | $1.43M | Hold |
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|
2025
Q2 | $1.27M | Hold |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.32M | Hold |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $775K | Buy |
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|
2023
Q3 | $619K | Hold |
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|
2023
Q2 | $656K | Hold |
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|
2023
Q1 | $625K | Hold |
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|
2022
Q4 | $610K | Sell |
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|
2022
Q3 | $646K | Hold |
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|
2022
Q2 | $664K | Hold |
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|
2022
Q1 | $805K | Hold |
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|
2021
Q4 | $872K | Hold |
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|
2021
Q3 | $858K | Hold |
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|
2021
Q2 | $899K | Hold |
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|
2021
Q1 | $866K | Buy |
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|
2020
Q4 | $686K | Buy |
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|
2020
Q3 | $368K | Sell |
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|
2020
Q2 | $545K | Sell |
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|
2020
Q1 | $724K | Hold |
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|
2019
Q4 | $1.05M | Hold |
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|
2019
Q3 | $958K | Buy |
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|
2019
Q2 | $924K | Buy |
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|
2019
Q1 | $899K | Sell |
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|
2018
Q4 | $819K | Sell |
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|
2018
Q3 | $1.4M | Buy |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.24M | Sell |
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|
2017
Q3 | $1.21M | Sell |
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|
2017
Q2 | $1.18M | Buy |
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|
2017
Q1 | $703K | Buy |
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|
2016
Q4 | $687K | Buy |
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|
2016
Q3 | $631K | Buy |
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|
2016
Q2 | $583K | Buy |
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|
2016
Q1 | $273K | Buy |
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|
2015
Q4 | $276K | Buy |
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|
2015
Q3 | $267K | Buy |
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|
2015
Q2 | $304K | Buy |
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|
2015
Q1 | $302K | Buy |
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|
2014
Q4 | $286K | Hold |
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|
2014
Q3 | $261K | Hold |
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|
2014
Q2 | $284K | Sell |
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|
2014
Q1 | $2.37M | Buy |
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|
2013
Q4 | $2.05M | Buy |
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|
2013
Q3 | $1.87M | Buy |
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|
2013
Q2 | $1.45M | Buy |
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