Stegner Investment Associates’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 | $411K | Hold |
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|
2025
Q1 | $380K | Hold |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $649K | Buy |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $846K | Hold |
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|
2022
Q4 | $831K | Sell |
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|
2022
Q3 | $823K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $3.15M | Sell |
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|
2021
Q3 | $4.69M | Sell |
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|
2021
Q2 | $5.4M | Sell |
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|
2021
Q1 | $5.7M | Sell |
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|
2020
Q4 | $6.09M | Sell |
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|
2020
Q3 | $4.79M | Buy |
|