Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $335K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $510K | Buy |
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|
2021
Q3 | $399K | Sell |
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|
2021
Q2 | $447K | Buy |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $219K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $171K | Buy |
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|
2018
Q4 | $65K | Buy |
|