Castle 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 | $338K | Buy |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | $308K | Buy |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $344K | Buy |
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