Clearstead 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 | $95.3K | Sell |
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|
2025
Q2 | $94.7K | Buy |
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|
2025
Q1 | $69.6K | Sell |
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|
2024
Q4 | $78.7K | Hold |
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|
2024
Q3 | $78.6K | Sell |
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|
2024
Q2 | $77.7K | Hold |
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|
2024
Q1 | $80.5K | Hold |
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|
2023
Q4 | $76.9K | Hold |
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|
2023
Q3 | $67.7K | Buy |
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|
2023
Q2 | $66.7K | Hold |
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|
2023
Q1 | $63.5K | Hold |
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|
2022
Q4 | $62K | Hold |
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|
2022
Q3 | $59K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20K | Buy |
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