Horizons 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 | $166K | Sell |
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|
2025
Q2 | $154K | Buy |
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|
2025
Q1 | $109K | Hold |
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|
2024
Q4 | $121K | Sell |
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|
2024
Q3 | $157K | Hold |
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|
2024
Q2 | $154K | Sell |
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|
2024
Q1 | $148K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $138K | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $196K | Hold |
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|
2022
Q2 | $236K | Buy |
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