HHM 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
Q2 | $120K | Buy |
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|
2025
Q1 | $109K | Hold |
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|
2024
Q4 | $121K | Buy |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $111K | Hold |
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|
2024
Q1 | $115K | Hold |
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|
2023
Q4 | $110K | Buy |
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|
2023
Q3 | $92.4K | Hold |
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|
2023
Q2 | $97.9K | Hold |
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|
2023
Q1 | $93.3K | Buy |
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|
2022
Q4 | $91.1K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $25K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Buy |
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