Wellington Shields & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Wellington Shields & Co’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$89.8K	Hold
2025 Q2	$80.1K	Buy
2025 Q1	–	Sell
2024 Q4	$93K	Buy
2024 Q3	$43.3K	Buy
2024 Q2	$15.2K	Hold
2024 Q1	$15.8K	Buy
2021 Q4	–	Sell
2021 Q3	$219K	Hold
2021 Q2	$229K	Hold
2021 Q1	$221K	Buy