Broadview Financial 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 | $966K | Sell |
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|
2025
Q2 | $921K | Sell |
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|
2025
Q1 | $863K | Sell |
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|
2024
Q4 | $971K | Buy |
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|
2024
Q3 | $957K | Sell |
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|
2024
Q2 | $892K | Buy |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $888K | Buy |
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|
2023
Q3 | $775K | Hold |
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|
2023
Q2 | $822K | Buy |
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|
2023
Q1 | $781K | Sell |
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|
2022
Q4 | $769K | Buy |
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|
2022
Q3 | $721K | Sell |
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|
2022
Q2 | $752K | Sell |
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|
2022
Q1 | $962K | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $945K | Sell |
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|
2020
Q2 | $997K | Buy |
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|
2020
Q1 | $712K | Buy |
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|
2019
Q4 | $965K | Buy |
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|
2019
Q3 | $873K | Buy |
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|
2019
Q2 | $892K | Buy |
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|
2019
Q1 | $844K | Buy |
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|
2018
Q4 | $329K | Buy |
|