E&G Advisors’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 | $5.31M | Sell |
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|
2025
Q2 | $4.77M | Buy |
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|
2025
Q1 | $4.35M | Buy |
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|
2024
Q4 | $4.78M | Buy |
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|
2024
Q3 | $4.36M | Buy |
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|
2024
Q2 | $3.22M | Buy |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $930K | Buy |
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|
2023
Q2 | $978K | Buy |
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|
2023
Q1 | $797K | Sell |
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|
2022
Q4 | $957K | Sell |
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|
2022
Q3 | $941K | Sell |
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|
2022
Q2 | $994K | Sell |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $650K | Buy |
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|
2020
Q4 | $430K | Buy |
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