Beam Wealth Advisors’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 | $4.37M | Sell |
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|
2025
Q1 | $4.08M | Sell |
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|
2024
Q4 | $4.76M | Sell |
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|
2024
Q3 | $4.91M | Buy |
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|
2024
Q2 | $4.41M | Sell |
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|
2024
Q1 | $4.66M | Sell |
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|
2023
Q4 | $4.46M | Sell |
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|
2023
Q3 | $3.95M | Sell |
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|
2023
Q2 | $4.43M | Buy |
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|
2023
Q1 | $2.99M | Buy |
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|
2022
Q4 | $2.88M | Buy |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $3.1M | Buy |
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|
2021
Q4 | $3.2M | Sell |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $3.36M | Sell |
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|
2021
Q1 | $3.91M | Buy |
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|
2020
Q4 | $3.4M | Sell |
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|
2020
Q3 | $3.14M | Buy |
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|
2020
Q2 | $2.97M | Buy |
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|
2020
Q1 | $1.91M | Buy |
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|
2019
Q4 | $382K | Buy |
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