Alpha Cubed Investments’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 | $234K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $399K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $988K | Sell |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $843K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.93M | Buy |
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|
2019
Q3 | $352K | Sell |
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|
2019
Q2 | $367K | Buy |
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|
2019
Q1 | $244K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $215K | Sell |
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|
2018
Q1 | $783K | Sell |
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|
2017
Q4 | $944K | Sell |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.21M | Buy |
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|
2017
Q1 | $1.13M | Buy |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $934K | Buy |
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|
2016
Q2 | $861K | Sell |
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|
2016
Q1 | $984K | Buy |
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|
2015
Q4 | $1M | Buy |
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|
2015
Q3 | $1.02M | Sell |
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|
2015
Q2 | $1.18M | Buy |
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|
2015
Q1 | $1.08M | Buy |
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|
2014
Q4 | $862K | Buy |
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