Stonebridge 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 | $1.15M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $2.26M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $897K | Hold |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $677K | Buy |
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|
2020
Q1 | $524K | Sell |
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|
2019
Q4 | $841K | Sell |
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|
2019
Q3 | $864K | Buy |
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|
2019
Q2 | $789K | Sell |
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|
2019
Q1 | $930K | Buy |
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|
2018
Q4 | $803K | Hold |
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|
2018
Q3 | $1.01M | Hold |
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|
2018
Q2 | $983K | Hold |
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|
2018
Q1 | $911K | Hold |
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|
2017
Q4 | $915K | Sell |
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|
2017
Q3 | $1.04M | Hold |
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|
2017
Q2 | $986K | Hold |
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|
2017
Q1 | $962K | Sell |
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|
2016
Q4 | $948K | Buy |
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