CVA Family Office’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 | $227K | Buy |
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|
2025
Q2 | $202K | Hold |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $232K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q3 | $208K | Buy |
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|
2020
Q2 | $199K | Buy |
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|
2020
Q1 | $159K | Hold |
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|
2019
Q4 | $229K | Buy |
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