Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $191K | Sell |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $421K | Hold |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $523K | Buy |
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|
2021
Q4 | $418K | Buy |
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