Smith Shellnut Wilson’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 | $555K | Sell |
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|
2025
Q1 | $742K | Sell |
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|
2024
Q4 | $919K | Sell |
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|
2024
Q3 | $920K | Buy |
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|
2024
Q2 | $824K | Buy |
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|
2024
Q1 | $503K | Buy |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $404K | Hold |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $640K | Sell |
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|
2021
Q3 | $633K | Sell |
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|
2021
Q2 | $769K | Sell |
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|
2021
Q1 | $840K | Buy |
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|
2020
Q4 | $444K | Hold |
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|
2020
Q3 | $340 | Hold |
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|
2020
Q2 | $325K | Hold |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $379K | Hold |
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|
2019
Q3 | $346K | Hold |
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|
2019
Q2 | $355K | Sell |
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|
2019
Q1 | $848K | Hold |
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|
2018
Q4 | $742K | Sell |
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|
2018
Q3 | $2.97M | Buy |
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|
2018
Q1 | $3.61M | Buy |
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|
2017
Q4 | $3.6M | Hold |
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|
2017
Q3 | $3.5M | Sell |
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|
2017
Q2 | $5.95M | Hold |
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|
2017
Q1 | $7.11M | Hold |
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|
2016
Q4 | $6.98M | Buy |
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