Winthrop Advisory Group’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 | $625K | Buy |
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|
2025
Q2 | $557K | Sell |
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|
2025
Q1 | $576K | Buy |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $531K | Buy |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $5.11M | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $614K | Hold |
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|
2021
Q3 | $604K | Sell |
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|
2021
Q2 | $643K | Sell |
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|
2021
Q1 | $642K | Sell |
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|
2020
Q4 | $574K | Sell |
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|
2020
Q3 | $447K | Sell |
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|
2020
Q2 | $454K | Sell |
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|
2020
Q1 | $425K | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $935K | Buy |
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|
2019
Q2 | $952K | Sell |
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|
2019
Q1 | $948K | Buy |
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|
2018
Q4 | $726K | Buy |
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|
2018
Q3 | $913K | Sell |
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|
2018
Q2 | $904K | Hold |
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|
2018
Q1 | $852K | Buy |
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|
2017
Q4 | $854K | Buy |
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