St. Clair Advisors’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 | $416K | Buy |
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|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $462K | Sell |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $927K | Buy |
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|
2023
Q3 | $677K | Buy |
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|
2023
Q2 | $611K | Hold |
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $658K | Buy |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $568K | Buy |
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