Global Wealth Management Investment Advisory’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 | $265K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $342K | Hold |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $264K | Sell |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $172K | Hold |
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|
2020
Q2 | $165K | Hold |
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|
2020
Q1 | $132K | Sell |
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|
2019
Q4 | $209K | Buy |
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|
2019
Q3 | $189K | Sell |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $211K | Buy |
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