Wellington Shields & Co’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
Q4 | $82.5K | Sell |
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|
2025
Q3 | $89.8K | Hold |
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|
2025
Q2 | $80.1K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $93K | Buy |
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|
2024
Q3 | $43.3K | Buy |
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|
2024
Q2 | $15.2K | Hold |
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|
2024
Q1 | $15.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $221K | Buy |
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