Elk River 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 | $312K | Buy |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $755K | Sell |
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|
2023
Q2 | $800K | Sell |
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|
2023
Q1 | $847K | Sell |
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|
2022
Q4 | $942K | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $957K | Buy |
|