Forza Wealth 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 | $661K | Hold |
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|
2025
Q2 | $590K | Hold |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $604K | Hold |
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|
2024
Q3 | $603K | Hold |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $575K | Hold |
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|
2023
Q4 | $548K | Buy |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $226K | Buy |
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