Trillium Asset 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
Q2 | $454K | Hold |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $465K | Hold |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $347K | Hold |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $473K | Hold |
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|
2021
Q4 | $513K | Sell |
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|
2021
Q3 | $612K | Buy |
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $1.43M | Hold |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $352K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $258K | Hold |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $465K | Buy |
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|
2018
Q2 | $268K | Hold |
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|
2018
Q1 | $248K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $307K | Buy |
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|
2015
Q3 | $293K | Hold |
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|
2015
Q2 | $335K | Hold |
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|
2015
Q1 | $334K | Sell |
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|
2014
Q4 | $336K | Buy |
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|
2014
Q3 | $287K | Hold |
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|
2014
Q2 | $312K | Hold |
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|
2014
Q1 | $305K | Buy |
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|
2013
Q4 | $299K | Sell |
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|
2013
Q3 | $277K | Buy |
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|
2013
Q2 | $236K | Buy |
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