Sharkey, Howes & Javer’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 | $431K | Sell |
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|
2025
Q2 | $406K | Sell |
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|
2025
Q1 | $896K | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $813K | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.06M | Hold |
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|
2023
Q1 | $1.01M | Hold |
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|
2022
Q4 | $983K | Sell |
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|
2022
Q3 | $1.41M | Hold |
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|
2022
Q2 | $1.44M | Hold |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $1.95M | Hold |
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|
2021
Q3 | $1.92M | Hold |
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|
2021
Q2 | $2.02M | Buy |
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|
2021
Q1 | $1.15M | Hold |
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|
2020
Q4 | $1.02M | Hold |
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|
2020
Q3 | $780K | Sell |
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|
2020
Q2 | $769K | Sell |
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|
2020
Q1 | $710K | Sell |
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|
2019
Q4 | $2.44M | Hold |
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|
2019
Q3 | $2.23M | Hold |
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|
2019
Q2 | $2.29M | Buy |
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|
2019
Q1 | $2.25M | Sell |
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|
2018
Q4 | $1.97M | Hold |
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|
2018
Q3 | $2.48M | Hold |
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|
2018
Q2 | $2.41M | Buy |
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|
2018
Q1 | $2.22M | Buy |
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|
2017
Q4 | $2.21M | Buy |
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|
2017
Q3 | $2.1M | Sell |
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|
2017
Q2 | $2.2M | Hold |
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|
2017
Q1 | $2.15M | Sell |
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|
2016
Q4 | $2.13M | Buy |
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|
2016
Q3 | $1.48M | Sell |
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|
2016
Q2 | $1.37M | Sell |
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|
2016
Q1 | $1.48M | Sell |
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|
2015
Q4 | $1.54M | Sell |
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|
2015
Q3 | $1.9M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.68M | Buy |
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