CM Wealth Advisors’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 | $1.11M | Sell |
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|
2025
Q1 | $1.1M | Hold |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $621K | Buy |
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|
2023
Q3 | $413K | Sell |
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|
2023
Q2 | $4.46M | Sell |
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|
2023
Q1 | $4.3M | Buy |
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|
2022
Q4 | $498K | Hold |
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|
2022
Q3 | $471M | Hold |
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|
2022
Q2 | $484K | Buy |
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