Strategic Equity 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
2025
Q4
$361K Buy
2023
Q4
Sell
2023
Q3
$441K Sell
2023
Q2
$481K Sell
2023
Q1
$14.7M Buy
2022
Q4
$4.63M Buy
2022
Q3
$4.02M Buy
2022
Q2
$4.01M Buy
2022
Q1
$207K Buy
2021
Q4
Sell
2021
Q3
$17M Buy
2021
Q2
$17.4M Buy
2021
Q1
$16.3M Buy