Forum Private Client Group’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 | $273K | Sell |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $463K | Hold |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $387K | Buy |
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