Vanguard Personalized Indexing 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 | $240K | Sell |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $454K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.29M | Hold |
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|
2022
Q1 | $1.57M | Hold |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.78M | Hold |
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|
2021
Q2 | $1.87M | Buy |
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