Forum Financial 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 | $786K | Sell |
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|
2025
Q2 | $783K | Buy |
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|
2025
Q1 | $721K | Sell |
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|
2024
Q4 | $806K | Buy |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $592K | Buy |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $649K | Buy |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $525K | Buy |
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