Brown Financial Advisory’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 | $438K | Hold |
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|
2025
Q2 | $391K | Hold |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $438K | Hold |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $706K | Sell |
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|
2022
Q1 | $898K | Sell |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.37M | Buy |
|