Accel 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
Q3 | $813K | Sell |
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|
2025
Q2 | $764K | Sell |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $772K | Buy |
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|
2024
Q2 | $695K | Buy |
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|
2024
Q1 | $686K | Buy |
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|
2023
Q4 | $605K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $22.8K | Hold |
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|
2022
Q4 | $22.3K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $39K | Hold |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $38K | Buy |
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