Atticus 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 | $1.83M | Sell |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $8.01M | Buy |
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|
2024
Q3 | $7.86M | Buy |
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|
2024
Q2 | $7.13M | Buy |
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|
2024
Q1 | $7.33M | Buy |
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|
2023
Q4 | $6.52M | Buy |
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|
2023
Q3 | $5.04M | Sell |
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|
2023
Q2 | $5.39M | Buy |
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|
2023
Q1 | $5.11M | Sell |
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|
2022
Q4 | $5.7M | Buy |
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|
2022
Q3 | $4.28M | Hold |
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|
2022
Q2 | $4.28M | Sell |
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|
2022
Q1 | $5.6M | Buy |
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|
2021
Q4 | $5.97M | Buy |
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|
2021
Q3 | $5.64M | Sell |
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|
2021
Q2 | $6.74M | Buy |
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|
2021
Q1 | $5.91M | Buy |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $816K | Sell |
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|
2020
Q1 | $2.68M | Sell |
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|
2019
Q4 | $4.43M | Buy |
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