Abacus Wealth 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
Q2 | $383K | Hold |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $505K | Sell |
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|
2021
Q3 | $821K | Buy |
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|
2021
Q2 | $559K | Buy |
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|
2021
Q1 | $471K | Buy |
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|
2020
Q4 | $399K | Buy |
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