Financial 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 | $1.58M | Hold |
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|
2025
Q1 | $1.46M | Hold |
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|
2024
Q4 | $1.62M | Hold |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $3.9M | Sell |
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|
2023
Q2 | $4.13M | Buy |
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|
2023
Q1 | $3.92M | Sell |
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|
2022
Q4 | $3.89M | Buy |
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|
2022
Q3 | $3.33M | Sell |
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|
2022
Q2 | $3.4M | Sell |
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|
2022
Q1 | $4.17M | Sell |
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|
2021
Q4 | $4.52M | Buy |
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|
2021
Q3 | $4.45M | Sell |
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|
2021
Q2 | $4.67M | Buy |
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|
2021
Q1 | $4.41M | Sell |
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|
2020
Q4 | $3.96M | Sell |
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|
2020
Q3 | $3.07M | Sell |
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|
2020
Q2 | $2.96M | Sell |
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|
2020
Q1 | $3.4M | Sell |
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|
2019
Q4 | $5.95M | Sell |
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|
2019
Q3 | $5.46M | Sell |
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|
2019
Q2 | $9.41M | Sell |
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|
2019
Q1 | $9.75M | Sell |
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|
2018
Q4 | $8.79M | Buy |
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