Insight Wealth Strategies’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 | $373K | Buy |
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|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Buy |
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