Destination Wealth Management’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 | $276K | Buy |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $200K | Buy |
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|
2024
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $321K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $95K | Sell |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $89K | Sell |
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|
2018
Q3 | $227K | Buy |
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|
2018
Q2 | $106K | Sell |
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|
2018
Q1 | $219K | Sell |
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|
2017
Q4 | $340K | Sell |
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|
2017
Q3 | $360K | Buy |
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|
2017
Q2 | $295K | Buy |
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|
2017
Q1 | $272K | Buy |
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|
2016
Q4 | $249K | Buy |
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|
2016
Q3 | $215K | Sell |
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|
2016
Q2 | $360K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $221K | Sell |
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|
2014
Q3 | $376K | Sell |
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|
2014
Q2 | $539K | Sell |
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|
2014
Q1 | $623K | Buy |
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|
2013
Q4 | $262K | Sell |
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|
2013
Q3 | $259K | Buy |
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