Cary Street Partners Investment 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
Q2 | $83.9K | Buy |
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|
2025
Q1 | $75.2K | Hold |
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|
2024
Q4 | $83.3K | Sell |
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|
2024
Q3 | $5.39M | Sell |
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|
2024
Q2 | $8.45M | Buy |
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|
2024
Q1 | $8.38M | Buy |
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|
2023
Q4 | $5.93M | Buy |
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|
2023
Q3 | $4.03M | Buy |
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|
2023
Q2 | $3.61M | Buy |
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|
2023
Q1 | $920K | Buy |
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|
2022
Q4 | $890K | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $646K | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $334K | Buy |
|