Andrews Lucia 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 | $864K | Hold |
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|
2025
Q2 | $770K | Hold |
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|
2025
Q1 | $789K | Hold |
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|
2024
Q4 | $789K | Hold |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $751K | Hold |
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|
2023
Q4 | $717K | Hold |
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|
2023
Q3 | $631K | Hold |
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|
2023
Q2 | $669K | Hold |
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|
2023
Q1 | $637K | Hold |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $634K | Hold |
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|
2022
Q2 | $789K | Hold |
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|
2022
Q1 | $855K | Hold |
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|
2021
Q4 | $855K | Buy |
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