GeoWealth 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
Q2 | $227K | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $590K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | $159K | Buy |
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|
2023
Q2 | $156K | Buy |
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|
2023
Q1 | $90K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $83K | Sell |
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|
2021
Q1 | $2.66M | Sell |
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|
2020
Q4 | $3.04M | Buy |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $423K | Buy |
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