Breakwater Capital Group’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 | $896K | Buy |
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|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $230K | Buy |
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