Stevens Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.48M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $7.16M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.92M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.33M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $204K | Sell |
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|
2015
Q1 | $2.24M | Buy |
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