Great Valley Advisor Group’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 | $2.91M | Buy |
|
|||||
|
2025
Q2 | $2.46M | Sell |
|
|||||
|
2025
Q1 | $2.54M | Sell |
|
|||||
|
2024
Q4 | $2.83M | Sell |
|
|||||
|
2024
Q3 | $2.99M | Buy |
|
|||||
|
2024
Q2 | $2.7M | Buy |
|
|||||
|
2024
Q1 | $2.64M | Buy |
|
|||||
|
2023
Q4 | $2.52M | Sell |
|
|||||
|
2023
Q3 | $2.25M | Sell |
|
|||||
|
2023
Q2 | $2.53M | Hold |
|
|||||
|
2023
Q1 | $2.41M | Sell |
|
|||||
|
2022
Q4 | $2.38M | Buy |
|
|||||
|
2022
Q3 | $2.2M | Buy |
|
|||||
|
2022
Q2 | $2.19M | Buy |
|
|||||
|
2022
Q1 | $1.13M | Buy |
|
|||||
|
2021
Q4 | $1.06M | Buy |
|
|||||
|
2021
Q3 | $995K | Buy |
|
|||||
|
2021
Q2 | $967K | Buy |
|
|||||
|
2021
Q1 | $512K | Buy |
|
|||||
|
2020
Q4 | $389K | Sell |
|
|||||
|
2020
Q3 | $314K | Sell |
|
|||||
|
2020
Q2 | $519K | Buy |
|
|||||
|
2020
Q1 | $323K | Sell |
|
|||||
|
2019
Q4 | $629K | Buy |
|
|||||
|
2019
Q3 | $572K | Buy |
|
|||||
|
2019
Q2 | $569K | Sell |
|
|||||
|
2019
Q1 | $828K | Buy |
|