SHJ
Sharkey, Howes & Javer’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
1,880
-2,614
| -58% | -$564K | 0.05% | 119 |
|
|
2025
Q1 | $896K | Sell |
4,494
-619
| -12% | -$123K | 0.13% | 90 |
|
|
2024
Q4 | $1.13M | Buy |
5,113
+367
| +8% | +$81.1K | 0.16% | 82 |
|
|
2024
Q3 | $1.05M | Buy |
4,746
+737
| +18% | +$163K | 0.15% | 81 |
|
|
2024
Q2 | $813K | Sell |
4,009
-2,376
| -37% | -$482K | 0.13% | 72 |
|
|
2024
Q1 | $1.34M | Buy |
6,385
+75
| +1% | +$15.8K | 0.22% | 61 |
|
|
2023
Q4 | $1.27M | Buy |
6,310
+152
| +2% | +$30.5K | 0.22% | 59 |
|
|
2023
Q3 | $1.09M | Buy |
6,158
+521
| +9% | +$92.1K | 0.21% | 58 |
|
|
2023
Q2 | $1.06M | Hold |
5,637
| – | – | 0.2% | 58 |
|
|
2023
Q1 | $1.01M | Hold |
5,637
| – | – | 0.22% | 57 |
|
|
2022
Q4 | $983K | Sell |
5,637
-2,887
| -34% | -$503K | 0.23% | 57 |
|
|
2022
Q3 | $1.41M | Hold |
8,524
| – | – | 0.31% | 47 |
|
|
2022
Q2 | $1.44M | Hold |
8,524
| – | – | 0.35% | 37 |
|
|
2022
Q1 | $1.75M | Sell |
8,524
-261
| -3% | -$53.6K | 0.4% | 35 |
|
|
2021
Q4 | $1.95M | Hold |
8,785
| – | – | 0.44% | 35 |
|
|
2021
Q3 | $1.92M | Hold |
8,785
| – | – | 0.5% | 31 |
|
|
2021
Q2 | $2.02M | Buy |
8,785
+3,581
| +69% | +$821K | 0.53% | 29 |
|
|
2021
Q1 | $1.15M | Hold |
5,204
| – | – | 0.36% | 35 |
|
|
2020
Q4 | $1.02M | Hold |
5,204
| – | – | 0.34% | 36 |
|
|
2020
Q3 | $780K | Sell |
5,204
-167
| -3% | -$25K | 0.3% | 40 |
|
|
2020
Q2 | $769K | Sell |
5,371
-834
| -13% | -$119K | 0.34% | 38 |
|
|
2020
Q1 | $710K | Sell |
6,205
-8,533
| -58% | -$976K | 0.37% | 36 |
|
|
2019
Q4 | $2.44M | Hold |
14,738
| – | – | 1.03% | 21 |
|
|
2019
Q3 | $2.23M | Hold |
14,738
| – | – | 0.96% | 21 |
|
|
2019
Q2 | $2.29M | Buy |
14,738
+66
| +0.4% | +$10.3K | 1.04% | 20 |
|
|
2019
Q1 | $2.25M | Sell |
14,672
-67
| -0.5% | -$10.3K | 1.05% | 19 |
|
|
2018
Q4 | $1.97M | Hold |
14,739
| – | – | 1.29% | 10 |
|
|
2018
Q3 | $2.48M | Hold |
14,739
| – | – | 1.3% | 9 |
|
|
2018
Q2 | $2.41M | Buy |
14,739
+104
| +0.7% | +$17K | 1.34% | 10 |
|
|
2018
Q1 | $2.22M | Buy |
14,635
+134
| +0.9% | +$20.3K | 1.26% | 11 |
|
|
2017
Q4 | $2.21M | Buy |
14,501
+523
| +4% | +$79.7K | 1.29% | 11 |
|
|
2017
Q3 | $2.1M | Sell |
13,978
-1,633
| -10% | -$245K | 1.1% | 10 |
|
|
2017
Q2 | $2.2M | Hold |
15,611
| – | – | 1.24% | 10 |
|
|
2017
Q1 | $2.15M | Sell |
15,611
-175
| -1% | -$24.1K | 1.14% | 11 |
|
|
2016
Q4 | $2.13M | Buy |
15,786
+3,884
| +33% | +$524K | 1.29% | 10 |
|
|
2016
Q3 | $1.48M | Sell |
11,902
-18
| -0.2% | -$2.24K | 0.89% | 10 |
|
|
2016
Q2 | $1.37M | Sell |
11,920
-1,412
| -11% | -$162K | 0.86% | 10 |
|
|
2016
Q1 | $1.48M | Sell |
13,332
-334
| -2% | -$37K | 1.08% | 11 |
|
|
2015
Q4 | $1.54M | Sell |
13,666
-2,815
| -17% | -$317K | 1.07% | 11 |
|
|
2015
Q3 | $1.9M | Buy |
+16,481
| New | +$1.9M | 1.46% | 11 |
|
|
2015
Q2 | – | Sell |
-13,510
| Closed | -$1.68M | – | 224 |
|
|
2015
Q1 | $1.68M | Buy |
+13,510
| New | +$1.68M | 1.08% | 14 |
|