IAG Wealth Partners’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 | $601K | Sell |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $425K | Buy |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | $157K | Buy |
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|
2019
Q4 | $141K | Buy |
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