Investmark Advisory Group’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 | $392K | Buy |
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|
2025
Q2 | $349K | Buy |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $288K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $219K | Buy |
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