Apexium Financial’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 | $4.73M | Buy |
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|
2025
Q2 | $4.05M | Buy |
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|
2025
Q1 | $2.59M | Buy |
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|
2024
Q4 | $2.67M | Buy |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $950K | Buy |
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|
2023
Q1 | $874K | Buy |
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $518K | Buy |
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