Confluence Wealth 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
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.18M | Hold |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.15M | Hold |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $599K | Buy |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $722K | Buy |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $415K | Hold |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $540K | Sell |
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|
2021
Q4 | $586K | Buy |
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