JGP 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
Q3 | $305K | Sell |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $258K | Hold |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $286K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $286K | Hold |
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|
2020
Q4 | $283K | Hold |
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|
2020
Q3 | $207K | Buy |
|