Cassaday & Co Wealth Management’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 | $879K | Sell |
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|
2025
Q2 | $827K | Buy |
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|
2025
Q1 | $725K | Sell |
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|
2024
Q4 | $808K | Sell |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $815K | Buy |
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|
2024
Q1 | $760K | Buy |
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|
2023
Q4 | $705K | Hold |
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|
2023
Q3 | $621K | Buy |
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|
2023
Q2 | $657K | Buy |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $647K | Buy |
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