Cahill 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
Q2 | $2.65M | Buy |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $392K | Sell |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $515K | Hold |
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|
2018
Q1 | $477K | Buy |
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