Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $130K | Hold |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $138K | Sell |
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|
2021
Q2 | $573K | Hold |
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|
2021
Q1 | $552K | Hold |
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|
2020
Q4 | $490K | Sell |
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|
2020
Q3 | $443K | Hold |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $350K | Hold |
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|
2019
Q4 | $506K | Sell |
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|
2019
Q3 | $755K | Hold |
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|
2019
Q2 | $755K | Hold |
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|
2019
Q1 | $744K | Buy |
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|
2018
Q4 | $618K | Buy |
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