Johnson & White 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 | $856K | Buy |
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|
2025
Q2 | $756K | Buy |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $548K | Buy |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $815K | Buy |
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|
2022
Q3 | $474K | Buy |
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