Aaron Wealth Advisors’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 | $2.18M | Sell |
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|
2025
Q2 | $4.05M | Buy |
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|
2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $4M | Sell |
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|
2024
Q3 | $4.02M | Buy |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $3.84M | Sell |
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|
2023
Q4 | $3.66M | Sell |
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|
2023
Q3 | $3.26M | Buy |
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|
2023
Q2 | $3.43M | Sell |
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|
2023
Q1 | $3.28M | Buy |
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|
2022
Q4 | $3.18M | Sell |
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|
2022
Q3 | $3.03M | Buy |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $16.8M | Buy |
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|
2021
Q4 | $3.83M | Buy |
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|
2021
Q3 | $3.65M | Hold |
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|
2021
Q2 | $3.83M | Hold |
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|
2021
Q1 | $3.68M | Sell |
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|
2020
Q4 | $3.32M | Buy |
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