Dynasty 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 | – | Sell |
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|
2025
Q2 | $556K | Buy |
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|
2025
Q1 | $489K | Sell |
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|
2024
Q4 | $616K | Buy |
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|
2024
Q3 | $614K | Buy |
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|
2024
Q2 | $563K | Sell |
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|
2024
Q1 | $604K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.11M | Buy |
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|
2018
Q2 | $1.95M | Buy |
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|
2018
Q1 | $1.37M | Sell |
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|
2017
Q4 | $1.72M | Buy |
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