BlueSky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $204K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $314K | Sell |
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|
2019
Q3 | $282K | Sell |
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|
2019
Q2 | $391K | Buy |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $234K | Buy |
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|
2018
Q2 | $238K | Buy |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $219K | Hold |
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|
2017
Q3 | $213K | Buy |
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