Shepherd Financial Partners’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
Q2 | $558K | Sell |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $572K | Hold |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $534K | Sell |
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|
2024
Q1 | $563K | Hold |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $559K | Hold |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $561K | Sell |
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|
2022
Q3 | $562K | Buy |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $214K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $207K | Hold |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.45M | Sell |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $5.11M | Sell |
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|
2018
Q4 | $4.55M | Buy |
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|
2018
Q3 | $5.45M | Hold |
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|
2018
Q2 | $5.49M | Buy |
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|
2018
Q1 | $4.01M | Sell |
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|
2017
Q4 | $4.47M | Sell |
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|
2017
Q3 | $5.07M | Buy |
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|
2017
Q2 | $4.51M | Sell |
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|
2017
Q1 | $4.44M | Sell |
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|
2016
Q4 | $4.5M | Buy |
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