Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $188K | Buy |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $117 | Sell |
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|
2023
Q1 | $904 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $741 | Sell |
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|
2022
Q2 | $761 | Sell |
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|
2022
Q1 | $964 | Sell |
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|
2021
Q4 | $1.01K | Buy |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $997 | Sell |
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|
2020
Q4 | $27K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.44K | Sell |
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|
2019
Q4 | $166K | Sell |
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|
2019
Q3 | $56K | Buy |
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|
2019
Q2 | $43K | Buy |
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|
2019
Q1 | $42K | Buy |
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|
2018
Q3 | $41K | Buy |
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|
2018
Q2 | $38K | Sell |
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|
2018
Q1 | $36K | Buy |
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