Coastwise Capital Group’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 | $790K | Buy |
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|
2025
Q2 | $643K | Sell |
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|
2025
Q1 | $637K | Sell |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $659K | Buy |
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|
2024
Q2 | $462K | Buy |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $294K | Buy |
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