Sonora Investment Management Group’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 | $679K | Buy |
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|
2025
Q2 | $538K | Hold |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $539K | Sell |
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|
2024
Q2 | $572K | Hold |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $380K | Buy |
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