Bernardo Wealth Planning’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 | – | Sell |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $287K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $255K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $450K | Sell |
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|
2019
Q3 | $432K | Sell |
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|
2019
Q2 | $447K | Sell |
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|
2019
Q1 | $450K | Hold |
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|
2018
Q4 | $393K | Buy |
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