Financial Engines 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
Q3 | $7.3M | Sell |
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|
2025
Q2 | $6.52M | Buy |
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|
2025
Q1 | $5.82M | Sell |
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|
2024
Q4 | $6.91M | Sell |
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|
2024
Q3 | $7.72M | Buy |
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|
2024
Q2 | $7.07M | Buy |
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|
2024
Q1 | $7.16M | Sell |
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|
2023
Q4 | $8.03M | Buy |
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|
2023
Q3 | $3.24M | Sell |
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|
2023
Q2 | $3.62M | Sell |
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|
2023
Q1 | $4.83M | Sell |
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|
2022
Q4 | $5.45M | Buy |
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|
2022
Q3 | $2.59M | Sell |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $923K | Buy |
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|
2020
Q3 | $674K | Sell |
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|
2020
Q2 | $656K | Sell |
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|
2020
Q1 | $1.33M | Buy |
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