STALEY CAPITAL ADVISERS’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 | $373K | Hold |
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|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $283K | Hold |
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|
2019
Q3 | $259K | Sell |
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|
2019
Q2 | $328K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $377K | Buy |
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|
2018
Q3 | $330K | Buy |
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|
2018
Q2 | $258K | Buy |
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|
2018
Q1 | $225K | Hold |
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|
2017
Q4 | $226K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $213K | Hold |
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|
2016
Q4 | $209K | Buy |
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