Jessup Wealth Management’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 | $2.36M | Sell |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.64M | Sell |
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|
2024
Q3 | $8.71M | Sell |
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|
2024
Q2 | $8.54M | Sell |
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|
2024
Q1 | $8.99M | Buy |
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|
2023
Q4 | $8.13M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $4.13M | Sell |
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|
2022
Q4 | $4.23M | Buy |
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