Financial Synergies Wealth 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 | $1.87M | Sell |
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|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $2.24M | Buy |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $2.3M | Buy |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $3.22M | Sell |
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|
2021
Q4 | $3.56M | Sell |
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|
2021
Q3 | $3.54M | Sell |
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|
2021
Q2 | $3.82M | Sell |
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|
2021
Q1 | $3.71M | Sell |
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|
2020
Q4 | $3.32M | Sell |
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|
2020
Q3 | $4.86M | Sell |
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|
2020
Q2 | $7.38M | Buy |
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