Connecticut Wealth Management’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 | $4.48M | Sell |
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|
2025
Q1 | $5.22M | Sell |
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|
2024
Q4 | $6.59M | Sell |
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|
2024
Q3 | $7.65M | Sell |
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|
2024
Q2 | $7.37M | Sell |
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|
2024
Q1 | $7.9M | Sell |
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|
2023
Q4 | $7.69M | Buy |
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|
2023
Q3 | $6.44M | Buy |
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|
2023
Q2 | $5.75M | Buy |
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|
2023
Q1 | $5.14M | Buy |
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|
2022
Q4 | $463K | Buy |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $540K | Buy |
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|
2021
Q4 | $495K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $319K | Buy |
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