BNC 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 | $360K | Sell |
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|
2025
Q2 | $454K | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $231K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.53M | Sell |
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|
2021
Q3 | $6.77M | Sell |
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|
2021
Q2 | $7.33M | Buy |
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|
2021
Q1 | $4.3M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $11K | Buy |
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