Element Wealth’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
Q1 | – | Sell |
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|
2024
Q4 | $188K | Buy |
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|
2024
Q3 | $112K | Buy |
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|
2024
Q2 | $31K | Sell |
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|
2024
Q1 | $41.2K | Buy |
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|
2023
Q4 | $30.7K | Hold |
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|
2023
Q3 | $27K | Hold |
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|
2023
Q2 | $28.7K | Hold |
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|
2023
Q1 | $27.3K | Hold |
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|
2022
Q4 | $26.7K | Sell |
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|
2022
Q3 | $133K | Sell |
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|
2022
Q2 | $172K | Hold |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $6.38M | Sell |
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|
2021
Q1 | $6.24M | Buy |
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|
2020
Q4 | $3.09M | Buy |
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