Bluesphere 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
Q2 | $253K | Sell |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $526K | Buy |
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|
2023
Q4 | $481K | Sell |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $550K | Buy |
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|
2020
Q4 | $218K | Buy |
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