GW & Wade’s iShares Russell 2000 ETF IWM Stock Holding History

GW & Wade’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.33M	Sell
2023 Q3	$3.04M	Buy
2023 Q2	$3.15M	Buy
2023 Q1	$2.95M	Sell
2022 Q4	$2.91M	Buy
2022 Q3	$2.54M	Buy
2022 Q2	$2.48M	Buy
2022 Q1	$2.83M	Buy
2021 Q4	$3.03M	Buy
2021 Q3	$2.94M	Sell
2021 Q2	$3.17M	Sell
2021 Q1	$3.2M	Buy
2020 Q4	$2.71M	Buy
2020 Q3	$1.92M	Sell
2020 Q2	$1.85M	Sell
2020 Q1	$1.49M	Buy
2019 Q4	$2.1M	Buy
2019 Q3	$1.65M	Buy
2019 Q2	$1.63M	Buy
2019 Q1	$1.52M	Sell
2018 Q4	$1.36M	Sell
2018 Q3	$1.99M	Sell
2018 Q2	$1.94M	Sell
2018 Q1	$1.81M	Buy
2017 Q4	$1.8M	Sell
2017 Q3	$1.77M	Sell
2017 Q2	$1.92M	Buy
2017 Q1	$1.53M	Sell
2016 Q4	$1.52M	Sell
2016 Q3	$1.41M	Sell
2016 Q2	$1.34M	Sell
2016 Q1	$1.74M	Sell
2015 Q4	$1.81M	Buy
2015 Q3	$1.73M	Sell
2015 Q2	$2.15M	Sell
2015 Q1	$2.16M	Sell
2014 Q4	$3.7M	Buy
2014 Q3	$3.36M	Buy
2014 Q2	$3.52M	Sell
2014 Q1	$3.6M	Buy
2013 Q4	$3.51M	Buy
2013 Q3	$3.16M	Sell
2013 Q2	$2.89M	Buy