Concord Wealth Partners’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 | $482K | Buy |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $469K | Sell |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $400K | Buy |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $78K | Buy |
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