Circle 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 | $3M | Buy |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $7.63M | Buy |
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|
2024
Q3 | $7.08M | Buy |
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|
2024
Q2 | $6.48M | Buy |
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|
2024
Q1 | $6.71M | Sell |
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|
2023
Q4 | $6.86M | Sell |
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|
2023
Q3 | $6.21M | Buy |
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|
2023
Q2 | $5.23M | Buy |
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|
2023
Q1 | $4.98M | Buy |
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|
2022
Q4 | $4.48M | Buy |
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|
2022
Q3 | $4.21M | Hold |
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|
2022
Q2 | $4.32M | Buy |
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|
2022
Q1 | $5.24M | Buy |
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|
2021
Q4 | $5.62M | Buy |
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|
2021
Q3 | $5.05M | Hold |
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|
2021
Q2 | $5.29M | Sell |
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|
2021
Q1 | $5.11M | Hold |
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|
2020
Q4 | $4.53M | Buy |
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|
2020
Q3 | $3.44M | Buy |
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|
2020
Q2 | $3.29M | Sell |
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|
2020
Q1 | $3.73M | Hold |
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|
2019
Q4 | $5.4M | Buy |
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|
2019
Q3 | $4.91M | Sell |
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|
2019
Q2 | $5.49M | Buy |
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|
2019
Q1 | $4M | Sell |
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|
2018
Q4 | $3.5M | Buy |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $485K | Hold |
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|
2018
Q1 | $450K | Buy |
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|
2017
Q4 | $431K | Buy |
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|
2017
Q3 | $416K | Buy |
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|
2017
Q2 | $394K | Hold |
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|
2017
Q1 | $384K | Sell |
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|
2016
Q4 | $511K | Buy |
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