Advocate Group’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 | $415K | Hold |
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|
2025
Q2 | $370K | Hold |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $292K | Buy |
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