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	-1,325	Closed	-$264K	–	123
2025 Q1	$264K	Hold	1,325	–	–	0.06%	97
2024 Q4	$287K	Buy	+1,325	New	+$302K	0.07%	90
2021 Q1	–	Sell	-1,779	Closed	-$348K	–	109
2020 Q4	$348K	Buy	1,779 +5	+0.3%	+$875	0.13%	123
2020 Q3	$265K	Sell	1,774 -7	-0.4%	-$1.05K	0.12%	128
2020 Q2	$255K	Sell	1,781 -93	-5%	-$12.2K	0.14%	119
2020 Q1	$214K	Sell	1,874 -847	-31%	-$126K	0.15%	123
2019 Q4	$450K	Sell	2,721 -136	-5%	-$21.5K	0.27%	86
2019 Q3	$432K	Sell	2,857 -20	-0.7%	-$3.05K	0.31%	83
2019 Q2	$447K	Sell	2,877 -60	-2%	-$9.25K	0.35%	76
2019 Q1	$450K	Hold	2,937	–	–	0.36%	73
2018 Q4	$393K	Buy	+2,937	New	+$438K	0.35%	73