Axxcess 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
Q3 | $8.38M | Sell |
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|
2025
Q2 | $9.53M | Buy |
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|
2025
Q1 | $6.23M | Sell |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $7.74M | Buy |
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|
2024
Q2 | $7.03M | Sell |
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|
2024
Q1 | $10.4M | Sell |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $7.9M | Buy |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $3.01M | Sell |
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|
2022
Q4 | $3.98M | Buy |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $5.02M | Buy |
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|
2021
Q4 | $4.05M | Buy |
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