AAF 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
|
|||||
|
2025
Q1 | $582K | Sell |
|
|||||
|
2024
Q4 | $687K | Sell |
|
|||||
|
2024
Q3 | $690K | Sell |
|
|||||
|
2024
Q2 | $636K | Sell |
|
|||||
|
2024
Q1 | $661K | Sell |
|
|||||
|
2023
Q4 | $675K | Sell |
|
|||||
|
2023
Q3 | $638K | Sell |
|
|||||
|
2023
Q2 | $677K | Sell |
|
|||||
|
2023
Q1 | $647K | Sell |
|
|||||
|
2022
Q4 | $695K | Sell |
|
|||||
|
2022
Q3 | $674K | Sell |
|
|||||
|
2022
Q2 | $711K | Sell |
|
|||||
|
2022
Q1 | $890K | Sell |
|
|||||
|
2021
Q4 | $975K | Sell |
|
|||||
|
2021
Q3 | $969K | Sell |
|
|||||
|
2021
Q2 | $1.02M | Sell |
|
|||||
|
2021
Q1 | $1.26M | Sell |
|
|||||
|
2020
Q4 | $1.18M | Buy |
|