Encompass Wealth 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
Q2 | $380K | Buy |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $388K | Hold |
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|
2024
Q2 | $357K | Hold |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $438K | Hold |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $352K | Hold |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $342K | Buy |
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