Thompson Siegel & Walmsley’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 | $2.01M | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $1.97M | Sell |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $2.14M | Sell |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.32M | Hold |
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $2.24M | Sell |
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|
2022
Q2 | $2.44M | Sell |
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|
2022
Q1 | $5.79M | Sell |
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|
2021
Q4 | $6.44M | Sell |
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|
2021
Q3 | $6.44M | Sell |
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|
2021
Q2 | $6.85M | Sell |
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|
2021
Q1 | $6.77M | Sell |
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|
2020
Q4 | $6.13M | Sell |
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|
2020
Q3 | $4.73M | Sell |
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|
2020
Q2 | $5.64M | Sell |
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|
2020
Q1 | $5.9M | Sell |
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|
2019
Q4 | $8.56M | Sell |
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|
2019
Q3 | $7.84M | Sell |
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|
2019
Q2 | $8.22M | Sell |
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|
2019
Q1 | $8.15M | Sell |
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|
2018
Q4 | $7.74M | Buy |
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|
2018
Q3 | $76K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.97M | Buy |
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|
2017
Q4 | $1.72M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $11K | Buy |
|