Corepath 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 | $7.35M | Sell |
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|
2025
Q1 | $6.25M | Buy |
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|
2024
Q4 | $7.17M | Buy |
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|
2024
Q3 | $7.19M | Buy |
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|
2024
Q2 | $6.41M | Sell |
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|
2024
Q1 | $6.27M | Sell |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $11.1M | Buy |
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|
2023
Q1 | $9.01M | Buy |
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|
2022
Q4 | $8.76M | Buy |
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|
2022
Q3 | $8.08M | Buy |
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|
2022
Q2 | $7.72M | Buy |
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|
2022
Q1 | $8.4M | Buy |
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|
2021
Q4 | $8.27M | Buy |
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|
2021
Q3 | $8.21M | Buy |
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|
2021
Q2 | $8.09M | Buy |
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|
2021
Q1 | $7.36M | Buy |
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|
2020
Q4 | $6.01M | Buy |
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