Winch Advisory Services’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 | $108K | Buy |
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|
2025
Q1 | $99.8K | Buy |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $110K | Buy |
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|
2024
Q2 | $101K | Sell |
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|
2024
Q1 | $117K | Sell |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $120K | Sell |
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|
2023
Q2 | $134K | Sell |
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|
2023
Q1 | $147K | Buy |
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|
2022
Q4 | $109K | Sell |
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|
2022
Q3 | $122K | Buy |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $165K | Sell |
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|
2021
Q3 | $165K | Hold |
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|
2021
Q2 | $173K | Buy |
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|
2021
Q1 | $164K | Hold |
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|
2020
Q4 | $145K | Hold |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $108K | Hold |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $125K | Sell |
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|
2019
Q3 | $115K | Sell |
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|
2019
Q2 | $125K | Hold |
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|
2019
Q1 | $123K | Sell |
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|
2018
Q4 | $109K | Sell |
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|
2018
Q3 | $5.53M | Buy |
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|
2018
Q2 | $5.33M | Buy |
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|
2018
Q1 | $127K | Hold |
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|
2017
Q4 | $127K | Hold |
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|
2017
Q3 | $123K | Sell |
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|
2017
Q2 | $389K | Sell |
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|
2017
Q1 | $428K | Buy |
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|
2016
Q4 | $393K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $26K | Sell |
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|
2015
Q2 | $1.07M | Buy |
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|
2015
Q1 | $6K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.39M | Buy |
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|
2014
Q1 | $828K | Buy |
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