Zuckerman Investment 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 | $306K | Buy |
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|
2025
Q2 | $270K | Hold |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $275K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $246K | Buy |
|