Ullmann Wealth Partners Group’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 | $596K | Buy |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $581K | Buy |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $824K | Buy |
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|
2022
Q1 | $993K | Hold |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $274K | Hold |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $317K | Hold |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $297K | Hold |
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|
2019
Q1 | $293K | Sell |
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|
2018
Q4 | $305K | Buy |
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|
2018
Q3 | $383K | Sell |
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|
2018
Q2 | $390K | Sell |
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|
2018
Q1 | $358K | Sell |
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|
2017
Q4 | $381K | Sell |
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|
2017
Q3 | $410K | Buy |
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|
2017
Q2 | $406K | Sell |
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|
2017
Q1 | $451K | Sell |
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|
2016
Q4 | $458K | Buy |
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