Seneca House 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
$440K Buy
2025
Q2
Sell
2025
Q1
$1.04M Sell
2024
Q4
$1.34M Buy
2020
Q1
Sell
2019
Q4
$893K Sell
2019
Q3
$842K Sell
2019
Q2
$860K Buy
2019
Q1
$821K Buy
2018
Q4
$718K Buy
2018
Q3
$875K Sell
2018
Q2
$951K Hold
2018
Q1
$882K Sell
2017
Q4
$919K Buy