WBI Investments’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
Q1 | – | Sell |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $3.5M | Sell |
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|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $9.22M | Sell |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $9.24M | Buy |
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|
2022
Q4 | $7.97M | Sell |
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|
2022
Q3 | $8.77M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8.94M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $8.2M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $9.8M | Buy |
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|
2020
Q2 | $9.36M | Buy |
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