Waters Parkerson & Co’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 | $27.4M | Sell |
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|
2025
Q2 | $24.4M | Sell |
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|
2025
Q1 | $22.6M | Buy |
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|
2024
Q4 | $24.3M | Buy |
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|
2024
Q3 | $23.9M | Buy |
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|
2024
Q2 | $21.9M | Buy |
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|
2024
Q1 | $21.4M | Buy |
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|
2023
Q4 | $20.2M | Buy |
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|
2023
Q3 | $17.6M | Buy |
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|
2023
Q2 | $18.5M | Buy |
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|
2023
Q1 | $17.3M | Buy |
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|
2022
Q4 | $16.8M | Sell |
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|
2022
Q3 | $15.9M | Buy |
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|
2022
Q2 | $15M | Buy |
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|
2022
Q1 | $17.2M | Buy |
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|
2021
Q4 | $17.9M | Buy |
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|
2021
Q3 | $17.5M | Buy |
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|
2021
Q2 | $18.3M | Sell |
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|
2021
Q1 | $17.8M | Buy |
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|
2020
Q4 | $15.7M | Buy |
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|
2020
Q3 | $12M | Sell |
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|
2020
Q2 | $11.5M | Buy |
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|
2020
Q1 | $8.49M | Buy |
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|
2019
Q4 | $11.6M | Buy |
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|
2019
Q3 | $10.6M | Buy |
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|
2019
Q2 | $10.7M | Sell |
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|
2019
Q1 | $10.6M | Buy |
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|
2018
Q4 | $9.24M | Buy |
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|
2018
Q3 | $11.6M | Sell |
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|
2018
Q2 | $11.5M | Sell |
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|
2018
Q1 | $10.8M | Buy |
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|
2017
Q4 | $10.7M | Sell |
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|
2017
Q3 | $10.4M | Buy |
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|
2017
Q2 | $9.92M | Buy |
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|
2017
Q1 | $9.6M | Buy |
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|
2016
Q4 | $9.32M | Sell |
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|
2016
Q3 | $8.65M | Sell |
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|
2016
Q2 | $8.11M | Buy |
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|
2016
Q1 | $7.72M | Buy |
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|
2015
Q4 | $6.99M | Buy |
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|
2015
Q3 | $6.13M | Buy |
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|
2015
Q2 | $6.46M | Buy |
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|
2015
Q1 | $6.19M | Buy |
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|
2014
Q4 | $5.78M | Buy |
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|
2014
Q3 | $4.84M | Buy |
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|
2014
Q2 | $5.24M | Buy |
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|
2014
Q1 | $5.13M | Sell |
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|
2013
Q4 | $5.09M | Sell |
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|
2013
Q3 | $4.72M | Sell |
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|
2013
Q2 | $4.33M | Buy |
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