Wellington Shields Capital 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 | $243K | Buy |
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|
2025
Q2 | $184K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $571K | Hold |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $753K | Hold |
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|
2024
Q1 | $780K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $651K | Sell |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $292K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $242K | Hold |
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|
2018
Q3 | $305K | Hold |
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|
2018
Q2 | $296K | Hold |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $268K | Sell |
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|
2017
Q3 | $275K | Buy |
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|
2017
Q2 | $247K | Hold |
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|
2017
Q1 | $241K | Buy |
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|
2016
Q4 | $206K | Buy |
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