Copperwynd Financial’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 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $258K | Buy |
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|
2024
Q2 | $223K | Buy |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.4M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.24M | Buy |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $8.38M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.97M | Buy |
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