Avidian Wealth Enterprises’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 | $7.13M | Sell |
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|
2025
Q1 | $6.66M | Sell |
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|
2024
Q4 | $7.76M | Sell |
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|
2024
Q3 | $7.96M | Sell |
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|
2024
Q2 | $7.55M | Buy |
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|
2024
Q1 | $5.91M | Sell |
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|
2023
Q4 | $7.49M | Buy |
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|
2023
Q3 | $6.57M | Buy |
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|
2023
Q2 | $5.1M | Buy |
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|
2023
Q1 | $4.76M | Sell |
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|
2022
Q4 | $4.82M | Buy |
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|
2022
Q3 | $4.22M | Buy |
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|
2022
Q2 | $3.82M | Buy |
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|
2022
Q1 | $4.63M | Sell |
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|
2021
Q4 | $6.83M | Buy |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $2.95M | Buy |
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|
2021
Q1 | $2.74M | Sell |
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|
2020
Q4 | $2.44M | Sell |
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|
2020
Q3 | $4.88M | Sell |
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|
2020
Q2 | $5.03M | Sell |
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|
2020
Q1 | $4.39M | Buy |
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|
2019
Q4 | $6.07M | Buy |
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|
2019
Q3 | $5.38M | Buy |
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|
2019
Q2 | $5.44M | Buy |
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|
2019
Q1 | $3.79M | Buy |
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|
2018
Q4 | $2.64M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $212 | Sell |
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|
2017
Q3 | $220K | Sell |
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|
2017
Q2 | $268K | Sell |
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|
2017
Q1 | $355K | Sell |
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|
2016
Q4 | $9.54M | Sell |
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|
2016
Q3 | $9.69M | Sell |
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|
2016
Q2 | $9.21K | Buy |
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|
2016
Q1 | $6.9M | Buy |
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