Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.34M | Hold |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $1.92M | Hold |
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|
2022
Q3 | $1.82M | Hold |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $2.46M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $39.5K | Sell |
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|
2019
Q4 | $72.9K | Buy |
|