Shufro Rose & Co’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
Q4 | $258K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $890K | Buy |
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