Hummer Financial Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $478K | Hold |
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|
2025
Q2 | $426K | Hold |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $436K | Hold |
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|
2024
Q3 | $436K | Hold |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $415K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $344K | Hold |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $334K | Hold |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $432K | Hold |
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|
2021
Q2 | $453K | Hold |
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|
2021
Q1 | $436K | Hold |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $302K | Hold |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $231K | Buy |
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