Executive Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $289K | Buy |
|
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $309K | Buy |
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|
2020
Q3 | $236K | Buy |
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|
2020
Q2 | $224K | Buy |
|