Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $3.31M | Buy |
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|
2024
Q4 | $3.64M | Sell |
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|
2024
Q3 | $3.71M | Sell |
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|
2024
Q2 | $3.46M | Buy |
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|
2024
Q1 | $3.27M | Sell |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $3.54M | Sell |
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|
2023
Q1 | $3.39M | Sell |
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|
2022
Q4 | $3.43M | Buy |
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|
2022
Q3 | $3.19M | Buy |
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|
2022
Q2 | $3.17M | Sell |
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|
2022
Q1 | $3.85M | Buy |
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|
2021
Q4 | $4.14M | Sell |
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|
2021
Q3 | $4.57M | Sell |
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|
2021
Q2 | $4.84M | Sell |
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|
2021
Q1 | $5.25M | Sell |
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|
2020
Q4 | $4.85M | Sell |
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|
2020
Q3 | $3.97M | Buy |
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|
2020
Q2 | $3.68M | Sell |
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|
2020
Q1 | $3M | Buy |
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|
2019
Q4 | $1.09M | Buy |
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