Wedgewood Investors’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 | $320K | Hold |
|
|||||
|
2025
Q2 | $286K | Hold |
|
|||||
|
2025
Q1 | $264K | Hold |
|
|||||
|
2024
Q4 | $293K | Hold |
|
|||||
|
2024
Q3 | $292K | Hold |
|
|||||
|
2024
Q2 | $269K | Buy |
|
|||||
|
2023
Q4 | $266K | Hold |
|
|||||
|
2023
Q3 | $234K | Buy |
|
|||||
|
2023
Q2 | $246K | Hold |
|
|||||
|
2023
Q1 | $235K | Hold |
|
|||||
|
2022
Q4 | $229K | Hold |
|
|||||
|
2022
Q3 | $217K | Sell |
|
|||||
|
2022
Q2 | $236K | Sell |
|
|||||
|
2022
Q1 | $503K | Hold |
|
|||||
|
2021
Q4 | $545K | Sell |
|
|||||
|
2021
Q3 | $560K | Sell |
|
|||||
|
2021
Q2 | $604K | Sell |
|
|||||
|
2021
Q1 | $608K | Sell |
|
|||||
|
2020
Q4 | $559K | Hold |
|
|||||
|
2020
Q3 | $427K | Hold |
|
|||||
|
2020
Q2 | $408K | Buy |
|
|||||
|
2020
Q1 | $326K | Hold |
|
|||||
|
2019
Q4 | $472K | Hold |
|
|||||
|
2019
Q3 | $432K | Hold |
|
|||||
|
2019
Q2 | $443K | Buy |
|
|||||
|
2019
Q1 | $433K | Hold |
|
|||||
|
2018
Q4 | $379K | Hold |
|
|||||
|
2018
Q3 | $477K | Sell |
|
|||||
|
2018
Q2 | $471K | Sell |
|
|||||
|
2018
Q1 | $440K | Buy |
|
|||||
|
2017
Q4 | $436K | Hold |
|
|||||
|
2017
Q3 | $423K | Hold |
|
|||||
|
2017
Q2 | $403K | Sell |
|
|||||
|
2017
Q1 | $420K | Hold |
|
|||||
|
2016
Q4 | $412K | Sell |
|
|||||
|
2016
Q3 | $381K | Sell |
|
|||||
|
2016
Q2 | $358K | Sell |
|
|||||
|
2016
Q1 | $350K | Sell |
|
|||||
|
2015
Q4 | $374K | Sell |
|
|||||
|
2015
Q3 | $376K | Buy |
|
|||||
|
2015
Q2 | $424K | Sell |
|
|||||
|
2015
Q1 | $422K | Sell |
|
|||||
|
2014
Q4 | $415K | Buy |
|
|||||
|
2014
Q3 | $353K | Hold |
|
|||||
|
2014
Q2 | $384K | Sell |
|
|||||
|
2014
Q1 | $393K | Sell |
|
|||||
|
2013
Q4 | $402K | Sell |
|
|||||
|
2013
Q3 | $378K | Hold |
|
|||||
|
2013
Q2 | $343K | Buy |
|