Zullo 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 | $418K | Sell |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $370K | Buy |
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