3Chopt Investment Partners’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 | $2.8M | Sell |
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|
2025
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $2.81M | Sell |
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|
2024
Q2 | $2.6M | Sell |
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|
2024
Q1 | $2.73M | Hold |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.33M | Hold |
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|
2023
Q2 | $2.45M | Hold |
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|
2023
Q1 | $2.34M | Hold |
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|
2022
Q4 | $2.29M | Buy |
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