Van Hulzen 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 | $203K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $222K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.67M | Sell |
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|
2020
Q3 | $3.04M | Sell |
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|
2020
Q2 | $3.03M | Sell |
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|
2020
Q1 | $2.43M | Sell |
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|
2019
Q4 | $3.56M | Buy |
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|
2019
Q3 | $2.97M | Sell |
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|
2019
Q2 | $3.24M | Buy |
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|
2019
Q1 | $2.55M | Buy |
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|
2018
Q4 | $1.57M | Buy |
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|
2018
Q3 | $537K | Buy |
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|
2018
Q2 | $341K | Sell |
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|
2018
Q1 | $319K | Buy |
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|
2017
Q4 | $218K | Buy |
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