Cornerstone Planning Group’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 | $12.4K | Hold |
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|
2025
Q2 | $11.1K | Hold |
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|
2025
Q1 | $9.57K | Hold |
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|
2024
Q4 | $11.4K | Sell |
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|
2024
Q3 | $12.2K | Sell |
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|
2024
Q2 | $20.6K | Sell |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $136K | Sell |
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|
2023
Q3 | $128K | Buy |
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|
2023
Q2 | $136K | Buy |
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|
2022
Q4 | $22.9K | Buy |
|