Cardinal Strategic Wealth Guidance’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 | $24.2K | Sell |
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|
2025
Q2 | $25.2K | Hold |
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|
2025
Q1 | $23.3K | Hold |
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|
2024
Q4 | $25.9K | Hold |
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|
2024
Q3 | $25.8K | Hold |
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|
2024
Q2 | $23.7K | Hold |
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|
2024
Q1 | $24.6K | Sell |
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|
2023
Q4 | $61.2K | Sell |
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|
2023
Q3 | $55.3K | Hold |
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|
2023
Q2 | $58.6K | Sell |
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|
2023
Q1 | $86K | Sell |
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|
2022
Q4 | $130K | Sell |
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|
2022
Q3 | $152K | Sell |
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|
2022
Q2 | $161K | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $309K | Sell |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $257K | Sell |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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