Strategic Investment 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
Q3 | $825K | Sell |
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|
2025
Q2 | $3.11M | Buy |
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|
2025
Q1 | $2.32M | Hold |
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|
2024
Q4 | $2.57M | Hold |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $5.18M | Sell |
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|
2024
Q1 | $4.85M | Hold |
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|
2023
Q4 | $4.79M | Sell |
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|
2023
Q3 | $5.87M | Sell |
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|
2023
Q2 | $7.12M | Hold |
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|
2023
Q1 | $6.31M | Sell |
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|
2022
Q4 | $26.4M | Buy |
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|
2022
Q3 | $35M | Buy |
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|
2022
Q2 | $10.8M | Sell |
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|
2022
Q1 | $21.3M | Buy |
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|
2021
Q4 | $16.4M | Sell |
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|
2021
Q3 | $17M | Sell |
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|
2021
Q2 | $19.8M | Sell |
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|
2021
Q1 | $20.3M | Sell |
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|
2020
Q4 | $22.5M | Buy |
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|
2020
Q3 | $9.41M | Buy |
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|
2020
Q2 | $7.79M | Sell |
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|
2020
Q1 | $9.11M | Sell |
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|
2019
Q4 | $14M | Buy |
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|
2019
Q3 | $6.7M | Hold |
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|
2019
Q2 | $6.88M | Hold |
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|
2019
Q1 | $6.75M | Hold |
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|
2018
Q4 | $5.93M | Hold |
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|
2018
Q3 | $7.46M | Hold |
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|
2018
Q2 | $7.25M | Hold |
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|
2018
Q1 | $6.75M | Hold |
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|
2017
Q4 | $6.75M | Hold |
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|
2017
Q3 | $6.56M | Hold |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $6.08M | Hold |
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|
2016
Q4 | $5.97M | Buy |
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|
2016
Q3 | $5.38M | Hold |
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|
2016
Q2 | $4.98M | Hold |
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|
2016
Q1 | $4.79M | Hold |
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|
2015
Q4 | $4.88M | Sell |
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|
2015
Q3 | $4.9M | Hold |
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|
2015
Q2 | $5.61M | Hold |
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|
2015
Q1 | $5.58M | Hold |
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|
2014
Q4 | $5.37M | Hold |
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|
2014
Q3 | $4.91M | Hold |
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|
2014
Q2 | $5.33M | Hold |
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|
2014
Q1 | $5.22M | Hold |
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|
2013
Q4 | $5.18M | Buy |
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