SP Asset Management’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 | $288K | Buy |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $284K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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