Colton Groome Financial 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
Q3 | $200K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $419K | Sell |
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|
2021
Q2 | $461K | Sell |
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|
2021
Q1 | $14.6M | Buy |
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|
2020
Q4 | $5.71M | Buy |
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