Capasso Planning Partners’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
Q4 | $249K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $936K | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $372K | Buy |
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