Bogart Wealth LLC’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 | $239K | Sell |
|
|||||
|
2025
Q2 | $305K | Buy |
|
|||||
|
2025
Q1 | $108K | Sell |
|
|||||
|
2024
Q4 | $121K | Buy |
|
|||||
|
2024
Q3 | $120K | Buy |
|
|||||
|
2024
Q2 | $92.1K | Sell |
|
|||||
|
2024
Q1 | $105K | Buy |
|
|||||
|
2023
Q4 | $92.1K | Buy |
|
|||||
|
2023
Q3 | $67.2K | Hold |
|
|||||
|
2023
Q2 | $71.2K | Hold |
|
|||||
|
2023
Q1 | $67.8K | Buy |
|
|||||
|
2022
Q4 | $35.7K | Sell |
|
|||||
|
2022
Q3 | $37K | Buy |
|
|||||
|
2022
Q2 | $35K | Hold |
|
|||||
|
2022
Q1 | $42K | Hold |
|
|||||
|
2021
Q4 | $46K | Hold |
|
|||||
|
2021
Q3 | $45K | Hold |
|
|||||
|
2021
Q2 | $47K | Buy |
|