Conservest Capital 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 | $426K | Buy |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $475K | Sell |
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|
2023
Q4 | $804K | Buy |
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|
2023
Q3 | $506K | Hold |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $566K | Sell |
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|
2021
Q4 | $786K | Buy |
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|
2021
Q3 | $599K | Hold |
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|
2021
Q2 | $628K | Buy |
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|
2021
Q1 | $604K | Hold |
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|
2020
Q4 | $536K | Sell |
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|
2020
Q3 | $514K | Buy |
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|
2020
Q2 | $490K | Buy |
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|
2020
Q1 | $389K | Buy |
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|
2019
Q4 | $563K | Sell |
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|
2019
Q3 | $550K | Buy |
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|
2019
Q2 | $564K | Buy |
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|
2019
Q1 | $554K | Buy |
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|
2018
Q4 | $483K | Buy |
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|
2018
Q3 | $605K | Buy |
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|
2018
Q2 | $586K | Hold |
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|
2018
Q1 | $543K | Buy |
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|
2017
Q4 | $545K | Buy |
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|
2017
Q3 | $527K | Buy |
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|
2017
Q2 | $499K | Hold |
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|
2017
Q1 | $487K | Buy |
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