YHB Investment 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
Q3 | $6.33M | Buy |
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|
2025
Q2 | $5.6M | Buy |
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|
2025
Q1 | $4.83M | Buy |
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|
2024
Q4 | $5.31M | Sell |
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|
2024
Q3 | $5.37M | Sell |
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|
2024
Q2 | $4.94M | Buy |
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|
2024
Q1 | $5.11M | Sell |
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|
2023
Q4 | $4.99M | Sell |
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|
2023
Q3 | $5.16M | Sell |
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|
2023
Q2 | $5.47M | Sell |
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|
2023
Q1 | $5.4M | Sell |
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|
2022
Q4 | $5.34M | Buy |
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|
2022
Q3 | $5.04M | Sell |
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|
2022
Q2 | $5.27M | Buy |
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|
2022
Q1 | $6.37M | Buy |
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|
2021
Q4 | $6.86M | Buy |
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|
2021
Q3 | $6.72M | Buy |
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|
2021
Q2 | $7M | Sell |
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|
2021
Q1 | $6.98M | Sell |
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|
2020
Q4 | $6.17M | Sell |
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|
2020
Q3 | $4.75M | Buy |
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