Sheaff Brock Investment 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
Q1 | $820K | Sell |
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|
2024
Q4 | $916K | Buy |
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|
2024
Q3 | $816K | Buy |
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|
2024
Q2 | $732K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $694K | Buy |
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|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $646K | Buy |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $643K | Sell |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $497K | Buy |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $555K | Sell |
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|
2020
Q3 | $429K | Buy |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $327K | Buy |
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|
2019
Q4 | $349K | Buy |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | $300K | Buy |
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|
2018
Q4 | $262K | Buy |
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|
2018
Q3 | $329K | Buy |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $296K | Buy |
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|
2017
Q4 | $297K | Buy |
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|
2017
Q3 | $236K | Buy |
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|
2017
Q2 | $224K | Sell |
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|
2017
Q1 | $311K | Buy |
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|
2016
Q4 | $305K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $284K | Hold |
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|
2016
Q1 | $274K | Buy |
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|
2015
Q4 | $276K | Buy |
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