Westside Investment 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 | $96.8K | Hold |
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|
2025
Q2 | $86.3K | Hold |
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|
2025
Q1 | $79.8K | Hold |
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|
2024
Q4 | $88.4K | Hold |
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|
2024
Q3 | $88.4K | Hold |
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|
2024
Q2 | $81.2K | Hold |
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|
2024
Q1 | $84.1K | Buy |
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|
2023
Q4 | $75.3K | Hold |
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|
2023
Q3 | $66.3K | Hold |
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|
2023
Q2 | $70.2K | Hold |
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|
2023
Q1 | $66.9K | Hold |
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|
2022
Q4 | $65 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1 | Buy |
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|
2018
Q4 | $26.8K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $29.6K | Hold |
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|
2017
Q4 | $31K | Hold |
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|
2017
Q3 | $29.9K | Hold |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $26.9K | Buy |
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