West Branch Capital’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 | $26.4K | Hold |
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|
2025
Q2 | $23.5K | Sell |
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|
2025
Q1 | $43.2K | Sell |
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|
2024
Q4 | $171K | Sell |
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|
2024
Q3 | $194K | Buy |
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|
2024
Q2 | $178K | Sell |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q4 | $191K | Sell |
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|
2023
Q3 | $185K | Hold |
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|
2023
Q2 | $196K | Buy |
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|
2023
Q1 | $186K | Sell |
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|
2022
Q4 | $186K | Buy |
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|
2022
Q3 | $176K | Buy |
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|
2022
Q2 | $180K | Buy |
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|
2022
Q1 | $175K | Sell |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $449K | Sell |
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|
2021
Q2 | $503K | Sell |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $346K | Sell |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $430K | Sell |
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|
2019
Q3 | $435K | Sell |
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|
2019
Q2 | $529K | Buy |
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|
2019
Q1 | $519K | Sell |
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|
2018
Q4 | $480K | Sell |
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|
2018
Q3 | $619K | Sell |
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|
2018
Q2 | $604K | Buy |
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