Interactive Financial Advisors’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 | $296K | Sell |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $530K | Buy |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $357K | Sell |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $193K | Sell |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $398K | Hold |
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|
2019
Q2 | $409K | Sell |
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|
2019
Q1 | $409K | Sell |
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|
2018
Q4 | $366K | Sell |
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|
2018
Q3 | $477K | Sell |
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|
2018
Q2 | $471K | Sell |
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|
2018
Q1 | $459K | Sell |
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|
2017
Q4 | $605K | Sell |
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|
2017
Q3 | $632K | Sell |
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|
2017
Q2 | $651K | Sell |
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|
2017
Q1 | $660K | Sell |
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|
2016
Q4 | $701K | Sell |
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|
2016
Q3 | $664K | Sell |
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|
2016
Q2 | $669K | Sell |
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|
2016
Q1 | $692K | Buy |
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|
2015
Q4 | $687K | Sell |
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|
2015
Q3 | $749K | Sell |
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|
2015
Q2 | $892K | Sell |
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|
2015
Q1 | $979K | Sell |
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|
2014
Q4 | $1.06M | Sell |
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|
2014
Q3 | $1.11M | Sell |
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|
2014
Q2 | $1.32M | Sell |
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|
2014
Q1 | $1.4M | Sell |
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|
2013
Q4 | $1.46M | Sell |
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|
2013
Q3 | $1.49M | Sell |
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|
2013
Q2 | $1.46M | Buy |
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