BigSur Wealth Management’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 | $653K | Sell |
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|
2025
Q2 | $734K | Hold |
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|
2025
Q1 | $678K | Hold |
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|
2024
Q4 | $751K | Sell |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.58M | Hold |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $2.82M | Sell |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $3.53M | Hold |
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|
2022
Q1 | $4.28M | Hold |
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|
2021
Q4 | $4.64M | Hold |
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|
2021
Q3 | $4.56M | Buy |
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|
2021
Q2 | $3.86M | Buy |
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|
2021
Q1 | $3.23M | Buy |
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|
2020
Q4 | $616K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $527K | Hold |
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|
2019
Q3 | $481K | Hold |
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|
2019
Q2 | $496K | Hold |
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|
2019
Q1 | $487K | Hold |
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|
2018
Q4 | $426K | Hold |
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|
2018
Q3 | $537K | Hold |
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|
2018
Q2 | $521K | Hold |
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|
2018
Q1 | $483K | Buy |
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