Bragg Financial 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
Q3 | $1.11M | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $982K | Hold |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $870K | Sell |
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|
2024
Q1 | $958K | Sell |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $805K | Sell |
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|
2023
Q2 | $866K | Sell |
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|
2023
Q1 | $832K | Sell |
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $861K | Hold |
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|
2022
Q2 | $884K | Buy |
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|
2022
Q1 | $933K | Buy |
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|
2021
Q4 | $905K | Hold |
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|
2021
Q3 | $905K | Sell |
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|
2021
Q2 | $953K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $715K | Sell |
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|
2020
Q3 | $562K | Sell |
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|
2020
Q2 | $552K | Sell |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $702K | Buy |
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|
2019
Q3 | $639K | Buy |
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|
2019
Q2 | $449K | Hold |
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|
2019
Q1 | $442K | Sell |
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|
2018
Q4 | $516K | Hold |
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|
2018
Q3 | $649K | Sell |
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|
2018
Q2 | $636K | Buy |
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|
2018
Q1 | $503K | Hold |
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|
2017
Q4 | $505K | Hold |
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|
2017
Q3 | $491K | Hold |
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|
2017
Q2 | $467K | Sell |
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|
2017
Q1 | $469K | Sell |
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|
2016
Q4 | $469K | Sell |
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|
2016
Q3 | $444K | Sell |
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|
2016
Q2 | $425K | Hold |
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|
2016
Q1 | $409K | Sell |
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|
2015
Q4 | $430K | Hold |
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|
2015
Q3 | $417K | Buy |
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|
2015
Q2 | $321K | Sell |
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|
2015
Q1 | $245K | Buy |
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