ClientFirst 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
Q2 | $2.41M | Sell |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $2.51M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.37M | Hold |
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|
2023
Q1 | $1.26M | Hold |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.63M | Hold |
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|
2021
Q4 | $1.65M | Buy |
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