Cypress Wealth Services’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 | $313K | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $261K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $479K | Sell |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $490K | Sell |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $883K | Sell |
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|
2020
Q1 | $997K | Sell |
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|
2019
Q4 | $2.6M | Sell |
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|
2019
Q3 | $2.44M | Sell |
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|
2019
Q2 | $2.63M | Buy |
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|
2019
Q1 | $2.29M | Buy |
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|
2018
Q4 | $1.69M | Sell |
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|
2018
Q3 | $2.5M | Buy |
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|
2018
Q2 | $2.31M | Buy |
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|
2018
Q1 | $1.77M | Buy |
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|
2017
Q4 | $1.57M | Buy |
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