Howard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $491K | Hold |
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|
2021
Q3 | $483K | Hold |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $467K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $555K | Buy |
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