Integrated Wealth Concepts’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 | $13.5M | Sell |
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|
2025
Q1 | $14.1M | Sell |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $13.3M | Sell |
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|
2024
Q1 | $17.7M | Buy |
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|
2023
Q4 | $16M | Sell |
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|
2023
Q3 | $16.4M | Buy |
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|
2023
Q2 | $17.3M | Buy |
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|
2023
Q1 | $14.4M | Buy |
|
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|
2022
Q4 | $11.1M | Sell |
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|
2022
Q3 | $10.9M | Sell |
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|
2022
Q2 | $15.5M | Sell |
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|
2022
Q1 | $19.9M | Sell |
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|
2021
Q4 | $24.1M | Buy |
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|
2021
Q3 | $21.3M | Sell |
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|
2021
Q2 | $27.7M | Buy |
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|
2021
Q1 | $26.2M | Sell |
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|
2020
Q4 | $23.6M | Buy |
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|
2020
Q3 | $7.01M | Buy |
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|
2020
Q2 | $6.28M | Buy |
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|
2020
Q1 | $4.78M | Sell |
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|
2019
Q4 | $8.28M | Buy |
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|
2019
Q3 | $7.53M | Sell |
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|
2019
Q2 | $7.73M | Buy |
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|
2019
Q1 | $5.45M | Buy |
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|
2018
Q4 | $4.44M | Sell |
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|
2018
Q3 | $8.96M | Buy |
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|
2018
Q2 | $8.54M | Buy |
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|
2018
Q1 | $2.88M | Buy |
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|
2017
Q4 | $2.88M | Buy |
|