Flagship Private Wealth’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 | $839K | Sell |
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|
2025
Q1 | $856K | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $690K | Buy |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $466K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $563K | Sell |
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|
2021
Q3 | $614K | Sell |
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|
2021
Q2 | $632K | Buy |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $565K | Buy |
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