SJS Investment Consulting’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 | $234K | Sell |
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|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $212K | Hold |
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|
2023
Q3 | $186K | Hold |
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|
2023
Q2 | $197K | Hold |
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|
2023
Q1 | $188K | Hold |
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|
2022
Q4 | $184K | Hold |
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|
2022
Q3 | $174K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $234K | Buy |
|