Howard 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
Q2 | $720K | Sell |
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|
2025
Q1 | $713K | Sell |
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|
2024
Q4 | $836K | Sell |
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|
2024
Q3 | $934K | Sell |
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|
2024
Q2 | $887K | Sell |
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|
2024
Q1 | $948K | Sell |
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|
2023
Q4 | $917K | Sell |
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|
2023
Q3 | $831K | Sell |
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|
2023
Q2 | $912K | Sell |
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|
2023
Q1 | $875K | Sell |
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|
2022
Q4 | $866K | Buy |
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|
2022
Q3 | $808K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $932K | Buy |
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|
2020
Q3 | $702K | Buy |
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|
2020
Q2 | $666K | Sell |
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|
2020
Q1 | $592K | Buy |
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|
2019
Q4 | $707K | Buy |
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