Global Financial Private Client’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 | $1.08M | Sell |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $846K | Sell |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $912K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $828K | Buy |
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|
2022
Q4 | $800K | Sell |
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|
2022
Q3 | $779K | Buy |
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|
2022
Q2 | $185K | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $80.9K | Hold |
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|
2021
Q2 | $84.2K | Sell |
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|
2021
Q1 | $87K | Buy |
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|
2020
Q4 | $55.7K | Buy |
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|
2020
Q3 | $33K | Sell |
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|
2020
Q2 | $43.4K | Sell |
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|
2020
Q1 | $62.4K | Sell |
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|
2019
Q4 | $677K | Buy |
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