AllSquare 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 | $97.8K | Sell |
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|
2025
Q1 | $136K | Hold |
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|
2024
Q4 | $151K | Sell |
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|
2024
Q3 | $162K | Sell |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $90.9K | Hold |
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|
2023
Q3 | $80.1K | Sell |
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|
2023
Q2 | $92.7K | Hold |
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|
2023
Q1 | $94.2K | Hold |
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|
2022
Q4 | $92.1K | Hold |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $89K | Sell |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $120K | Hold |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $81K | Hold |
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|
2020
Q2 | $77K | Hold |
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|
2020
Q1 | $62K | Hold |
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|
2019
Q4 | $89K | Hold |
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|
2019
Q3 | $82K | Hold |
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|
2019
Q2 | $84K | Hold |
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|
2019
Q1 | $83K | Hold |
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|
2018
Q4 | $72K | Hold |
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|
2018
Q3 | $91K | Buy |
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|
2018
Q2 | $83K | Buy |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $5K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Buy |
|