Steel Grove Capital 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
Q2 | $1.39M | Hold |
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2025
Q1 | $1.28M | Hold |
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2024
Q4 | $1.42M | Sell |
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2024
Q3 | $1.42M | Hold |
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2024
Q2 | $1.31M | Sell |
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2024
Q1 | $2.9M | Buy |
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2023
Q4 | $1.26M | Hold |
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2023
Q3 | $1.11M | Buy |
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2023
Q2 | $1.16M | Sell |
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2023
Q1 | $1.19M | Hold |
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2022
Q4 | $1.16M | Buy |
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2022
Q3 | $343K | Buy |
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2022
Q2 | $274K | Sell |
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2022
Q1 | $827K | Hold |
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2021
Q4 | $896K | Buy |
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2021
Q3 | $877K | Buy |
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2019
Q1 | – | Sell |
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2018
Q4 | $1.52M | Buy |
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2018
Q3 | $1.76M | Buy |
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2018
Q2 | $1.68M | Buy |
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2018
Q1 | $1.48M | Hold |
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2017
Q4 | $1.49M | Hold |
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2017
Q3 | $1.44M | Sell |
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2017
Q2 | $1.43M | Buy |
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2017
Q1 | $1.37M | Sell |
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2016
Q4 | $1.37M | Sell |
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2016
Q3 | $1.3M | Buy |
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2016
Q2 | $1.17M | Sell |
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2016
Q1 | $1.14M | Sell |
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2015
Q4 | $1.21M | Buy |
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2015
Q3 | $1.11M | Buy |
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2015
Q2 | $1.19M | Sell |
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2015
Q1 | $1.23M | Buy |
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2014
Q3 | $2.88M | Sell |
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2014
Q2 | $3.26M | Buy |
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2014
Q1 | $1.79M | Buy |
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2013
Q4 | $1.5M | Sell |
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2013
Q3 | $1.39M | Buy |
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2013
Q2 | $1.03M | Buy |
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