Aveo Capital Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $782K | Sell |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $4.8M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $905K | Buy |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $758K | Buy |
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|
2022
Q1 | $875K | Buy |
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|
2021
Q4 | $935K | Sell |
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|
2021
Q3 | $4.3M | Buy |
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|
2021
Q2 | $958K | Buy |
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|
2021
Q1 | $586K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $334K | Sell |
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|
2018
Q1 | $408K | Sell |
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|
2017
Q4 | $413K | Sell |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $392K | Sell |
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|
2017
Q1 | $481K | Sell |
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|
2016
Q4 | $9.53M | Buy |
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