Charles Schwab Trust’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 | $353K | Sell |
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|
2025
Q2 | $331K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $285K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $765K | Sell |
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|
2021
Q4 | $838K | Hold |
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|
2021
Q3 | $824K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Buy |
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