Great Waters Wealth 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
Q3 | $23.9M | Sell |
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|
2025
Q2 | $22.8M | Sell |
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|
2025
Q1 | $22M | Sell |
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|
2024
Q4 | $28.2M | Sell |
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|
2024
Q3 | $33M | Sell |
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|
2024
Q2 | $33.8M | Sell |
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|
2024
Q1 | $37.6M | Sell |
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|
2023
Q4 | $38.3M | Sell |
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|
2023
Q3 | $36.3M | Sell |
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|
2023
Q2 | $41.8M | Sell |
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|
2023
Q1 | $41.7M | Sell |
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|
2022
Q4 | $46.7M | Buy |
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