Bordeaux 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
Q2 | $401K | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $410K | Buy |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $712K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $795K | Sell |
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|
2021
Q2 | $897K | Hold |
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|
2021
Q1 | $864K | Sell |
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|
2020
Q4 | $942K | Buy |
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