Arbor Trust Wealth Advisors’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 | $2.89M | Sell |
|
|||||
|
2025
Q2 | $2.64M | Sell |
|
|||||
|
2025
Q1 | $2.47M | Sell |
|
|||||
|
2024
Q4 | $2.75M | Sell |
|
|||||
|
2024
Q3 | $2.58M | Hold |
|
|||||
|
2024
Q2 | $2.58M | Sell |
|
|||||
|
2024
Q1 | $2.56M | Buy |
|
|||||
|
2023
Q4 | $2.55M | Sell |
|
|||||
|
2023
Q3 | $2.27M | Sell |
|
|||||
|
2023
Q2 | $2.44M | Sell |
|
|||||
|
2023
Q1 | $2.33M | Sell |
|
|||||
|
2022
Q4 | $2.28M | Buy |
|
|||||
|
2022
Q3 | $2.15M | Sell |
|
|||||
|
2022
Q2 | $2.22M | Buy |
|
|||||
|
2022
Q1 | $2.68M | Buy |
|
|||||
|
2021
Q4 | $2.91M | Buy |
|
|||||
|
2021
Q3 | $2.82M | Sell |
|
|||||
|
2021
Q2 | $3.02M | Buy |
|
|||||
|
2021
Q1 | $2.91M | Buy |
|
|||||
|
2020
Q4 | $2.56M | Buy |
|
|||||
|
2020
Q3 | $1.95M | Sell |
|
|||||
|
2020
Q2 | $1.87M | Buy |
|
|||||
|
2020
Q1 | $1.47M | Sell |
|
|||||
|
2019
Q4 | $2.16M | Buy |
|