Alpha Omega 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 | $278K | Hold |
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|
2025
Q2 | $248K | Hold |
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|
2025
Q1 | $229K | Hold |
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|
2024
Q4 | $254K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $275K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $188K | Hold |
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|
2019
Q1 | $185K | Buy |
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|
2018
Q4 | $161K | Hold |
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|
2018
Q3 | $202K | Sell |
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|
2018
Q2 | $197K | Hold |
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|
2018
Q1 | $183K | Buy |
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|
2017
Q4 | $183K | Hold |
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|
2017
Q3 | $178K | Hold |
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|
2017
Q2 | $169K | Hold |
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|
2017
Q1 | $165K | Hold |
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|
2016
Q4 | $162K | Buy |
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