Collective Family Office’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 | $1.04M | Hold |
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|
2025
Q2 | $930K | Hold |
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|
2025
Q1 | $860K | Sell |
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|
2024
Q4 | $963K | Hold |
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|
2024
Q3 | $962K | Hold |
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|
2024
Q2 | $884K | Hold |
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|
2024
Q1 | $916K | Hold |
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|
2023
Q4 | $874K | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $920K | Buy |
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|
2022
Q3 | $777K | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.63M | Hold |
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|
2021
Q4 | $1.77M | Hold |
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|
2021
Q3 | $1.74M | Hold |
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|
2021
Q2 | $1.82M | Buy |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.25M | Buy |
|