Kaizen Financial Strategies’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 | $600K | Sell |
|
|||||
|
2025
Q1 | $569K | Buy |
|
|||||
|
2024
Q4 | $364K | Buy |
|
|||||
|
2024
Q3 | $319K | Sell |
|
|||||
|
2024
Q2 | $344K | Buy |
|
|||||
|
2024
Q1 | $268K | Buy |
|
|||||
|
2023
Q4 | $255K | Buy |
|
|||||
|
2023
Q3 | $206K | Hold |
|
|||||
|
2023
Q2 | $224K | Sell |
|
|||||
|
2023
Q1 | $243K | Buy |
|
|||||
|
2022
Q4 | $217K | Sell |
|
|||||
|
2022
Q3 | $426K | Buy |
|
|||||
|
2022
Q2 | $436K | Sell |
|
|||||
|
2022
Q1 | $591K | Sell |
|
|||||
|
2021
Q4 | $781K | Sell |
|
|||||
|
2021
Q3 | $1.75M | Buy |
|
|||||
|
2021
Q1 | $1.69M | Buy |
|
|||||
|
2020
Q4 | $788K | Buy |
|