Bill Few Associates’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 | $859K | Sell |
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|
2025
Q2 | $770K | Hold |
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|
2025
Q1 | $712K | Sell |
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|
2024
Q4 | $799K | Hold |
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|
2024
Q3 | $799K | Hold |
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|
2024
Q2 | $733K | Hold |
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|
2024
Q1 | $760K | Sell |
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|
2023
Q4 | $754K | Buy |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $479K | Hold |
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|
2022
Q4 | $468K | Hold |
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|
2022
Q3 | $442K | Sell |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $544K | Sell |
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|
2021
Q4 | $644K | Buy |
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