Aprio 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 | $1.11M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $3.56M | Buy |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $945K | Sell |
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|
2021
Q3 | $2.83M | Sell |
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|
2021
Q2 | $3.08M | Buy |
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|
2020
Q4 | $2.93M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.82M | Buy |
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