Collaborative 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 | $393K | Buy |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $435K | Buy |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q1 | $630K | Buy |
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