9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.16M | Sell |
|
|||||
|
2024
Q2 | $1.13M | Buy |
|
|||||
|
2024
Q1 | $1.17M | Sell |
|
|||||
|
2023
Q4 | $1.12M | Sell |
|
|||||
|
2023
Q3 | $1.07M | Sell |
|
|||||
|
2023
Q2 | $1.15M | Sell |
|
|||||
|
2023
Q1 | $1.39M | Sell |
|
|||||
|
2022
Q4 | $1.47M | Sell |
|
|||||
|
2022
Q3 | $1.5M | Sell |
|
|||||
|
2022
Q2 | $1.73M | Sell |
|
|||||
|
2022
Q1 | $2.3M | Buy |
|
|||||
|
2021
Q4 | $1.51M | Buy |
|
|||||
|
2021
Q3 | $860K | Buy |
|
|||||
|
2021
Q2 | $774K | Sell |
|
|||||
|
2021
Q1 | $860K | Buy |
|
|||||
|
2020
Q4 | $709K | Buy |
|
|||||
|
2020
Q3 | $497K | Sell |
|
|||||
|
2020
Q2 | $466K | Sell |
|
|||||
|
2020
Q1 | $423K | Buy |
|
|||||
|
2019
Q4 | $224K | Buy |
|