HCR Wealth Advisors’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 | $1.15M | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $975K | Hold |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $922K | Buy |
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|
2024
Q1 | $901K | Buy |
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|
2023
Q4 | $803K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $135K | Hold |
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|
2020
Q3 | $103K | Hold |
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|
2020
Q2 | $98K | Sell |
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|
2020
Q1 | $101K | Sell |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $241K | Buy |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $388K | Sell |
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|
2018
Q2 | $413K | Sell |
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|
2018
Q1 | $384K | Buy |
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|
2017
Q4 | $360K | Buy |
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|
2017
Q3 | $234K | Hold |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $227K | Buy |
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|
2016
Q4 | $203K | Buy |
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