SIC
SJS Investment Consulting’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
1,054
| – | – | 0.04% | 92 |
|
|
2025
Q1 | $210K | Hold |
1,054
| – | – | 0.04% | 93 |
|
|
2024
Q4 | $233K | Hold |
1,054
| – | – | 0.04% | 84 |
|
|
2024
Q3 | $233K | Hold |
1,054
| – | – | 0.04% | 84 |
|
|
2024
Q2 | $214K | Hold |
1,054
| – | – | 0.04% | 83 |
|
|
2024
Q1 | $222K | Hold |
1,054
| – | – | 0.04% | 86 |
|
|
2023
Q4 | $212K | Hold |
1,054
| – | – | 0.05% | 82 |
|
|
2023
Q3 | $186K | Hold |
1,054
| – | – | 0.05% | 81 |
|
|
2023
Q2 | $197K | Hold |
1,054
| – | – | 0.05% | 80 |
|
|
2023
Q1 | $188K | Hold |
1,054
| – | – | 0.05% | 79 |
|
|
2022
Q4 | $184K | Hold |
1,054
| – | – | 0.05% | 77 |
|
|
2022
Q3 | $174K | Buy |
+1,054
| New | +$174K | 0.06% | 86 |
|
|
2022
Q1 | – | Sell |
-1,054
| Closed | -$234K | – | 1022 |
|
|
2021
Q4 | $234K | Buy |
+1,054
| New | +$234K | 0.07% | 80 |
|