SlateStone Wealth’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 | $1.49M | Sell |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $921K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $976K | Buy |
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|
2023
Q3 | $689K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Buy |
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