West Paces Advisors’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
Q2 | $387K | Sell |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $485K | Hold |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $462K | Hold |
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|
2023
Q4 | $441K | Hold |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $573K | Hold |
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|
2021
Q4 | $621K | Hold |
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|
2021
Q3 | $611K | Hold |
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|
2021
Q2 | $641K | Hold |
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|
2021
Q1 | $617K | Sell |
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|
2020
Q4 | $630K | Buy |
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|
2020
Q3 | $442K | Hold |
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|
2020
Q2 | $422K | Buy |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $293K | Hold |
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|
2019
Q2 | $302K | Hold |
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|
2019
Q1 | $297K | Hold |
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|
2018
Q4 | $260K | Hold |
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|
2018
Q3 | $327K | Hold |
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|
2018
Q2 | $318K | Buy |
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|
2018
Q1 | $246K | Hold |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $240K | Hold |
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|
2017
Q2 | $228K | Hold |
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|
2017
Q1 | $222K | Buy |
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|
2016
Q4 | $175K | Buy |
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