Castle Rock 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
Q3 | – | Sell |
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|
2024
Q2 | $849K | Buy |
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|
2024
Q1 | $798K | Buy |
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|
2023
Q4 | $771K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $777K | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $714K | Buy |
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