High Net Worth Advisory Group’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 | $367K | Sell |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $281K | Hold |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $381K | Sell |
|
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|
2024
Q2 | $396K | Hold |
|
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $392K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $366K | Hold |
|
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $556K | Buy |
|