Blodgett Wealth Advisors’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 | $725K | Hold |
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|
2025
Q2 | $646K | Hold |
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|
2025
Q1 | $597K | Hold |
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|
2024
Q4 | $662K | Hold |
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|
2024
Q3 | $662K | Hold |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $634K | Hold |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $886K | Hold |
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|
2023
Q2 | $939K | Hold |
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|
2023
Q1 | $895K | Sell |
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|
2022
Q4 | $895K | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $2.24M | Sell |
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|
2021
Q4 | $2.6M | Buy |
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