Berger Financial Group’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 | $604K | Buy |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $210K | Buy |
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