Commonwealth Financial Services’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
$520K Sell
2025
Q2
$675K Sell
2025
Q1
$6.72M Buy
2024
Q4
$6.32M Sell
2024
Q3
$6.79M Sell
2024
Q2
$11M Sell
2024
Q1
$13.5M Sell
2023
Q4
$13.5M Buy
2023
Q3
$6.9M Buy
2017
Q1
$284K Sell
2016
Q4
$15.4M Buy
2016
Q3
$1.15M Buy
2016
Q2
$159K Buy
2015
Q3
Sell
2015
Q2
$128K Sell
2015
Q1
$175K Sell
2014
Q4
$407K Buy