Evolution 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 | $5.16M | Sell |
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|
2025
Q1 | $5.01M | Sell |
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|
2024
Q4 | $9.45M | Buy |
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|
2024
Q3 | $6.76M | Sell |
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|
2024
Q2 | $6.97M | Buy |
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|
2024
Q1 | $7.14M | Buy |
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|
2023
Q4 | $6.66M | Buy |
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|
2023
Q3 | $5.86M | Buy |
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|
2023
Q2 | $6.06M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $261K | Sell |
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|
2019
Q3 | $260K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.5M | Buy |
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