Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $119K | Sell |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $127K | Hold |
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|
2023
Q3 | $112K | Hold |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $110K | Hold |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $130K | Buy |
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|
2021
Q4 | $132K | Buy |
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