Everhart Financial Group’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 | $643K | Sell |
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|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $646K | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $234K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $252K | Buy |
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