Beirne Wealth Consulting Services’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 | $2.06M | Buy |
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|
2025
Q1 | $426K | Sell |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $830K | Buy |
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|
2024
Q1 | $858K | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $747K | Buy |
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|
2022
Q4 | $727K | Buy |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $700K | Buy |
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|
2022
Q1 | $847K | Sell |
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|
2021
Q4 | $951K | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $2.2M | Sell |
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|
2020
Q4 | $2.28M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.16M | Buy |
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|
2020
Q1 | $614K | Buy |
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|
2019
Q4 | $866K | Buy |
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|
2019
Q3 | $788K | Buy |
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|
2019
Q2 | $807K | Sell |
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|
2019
Q1 | $943K | Sell |
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|
2018
Q4 | $858K | Buy |
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