HB 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 | $10.7M | Buy |
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|
2025
Q2 | $9.29M | Sell |
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|
2025
Q1 | $8.64M | Buy |
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|
2024
Q4 | $8.93M | Buy |
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|
2024
Q3 | $8.68M | Sell |
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|
2024
Q2 | $8.11M | Buy |
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|
2024
Q1 | $8.22M | Buy |
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|
2023
Q4 | $7.21M | Buy |
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|
2023
Q3 | $6.16M | Buy |
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|
2023
Q2 | $5.95M | Buy |
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|
2023
Q1 | $5.41M | Buy |
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|
2022
Q4 | $5M | Buy |
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|
2022
Q3 | $3.66M | Sell |
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|
2022
Q2 | $3.95M | Sell |
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|
2022
Q1 | $5.03M | Buy |
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|
2021
Q4 | $3.15M | Buy |
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