Bradley & Co Private 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
$24.2K Hold
2025
Q2
$21.6K Hold
2025
Q1
$19.9K Hold
2024
Q4
$22.1K Buy
2024
Q2
$20.3K Sell
2024
Q1
$65.4K Sell
2023
Q4
$76.9K Sell
2023
Q3
$76.5K Hold
2023
Q2
$81.1K Hold
2023
Q1
$77.2K Buy