Welch Group’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 | $535K | Buy |
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|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $293K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2.1M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.45M | Buy |
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|
2015
Q1 | $2.44K | Sell |
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|
2014
Q4 | $2.36M | Buy |
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