Elmwood 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
Q4 | $278K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $95K | Buy |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $94K | Buy |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $64.5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $71K | Hold |
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|
2019
Q2 | $72K | Sell |
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|
2019
Q1 | $77K | Buy |
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|
2018
Q4 | $62K | Buy |
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|
2018
Q3 | $71.6K | Hold |
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|
2018
Q2 | $69.6K | Hold |
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|
2018
Q1 | $64.5K | Buy |
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