Financial Perspectives’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 | $998K | Buy |
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|
2025
Q2 | $838K | Buy |
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|
2025
Q1 | $635K | Buy |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $481K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $124K | Buy |
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|
2022
Q4 | $47.9K | Buy |
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