Keebeck 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 | $3.21M | Hold |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $3.32M | Sell |
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|
2024
Q3 | $3.67M | Sell |
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|
2024
Q2 | $3.39M | Sell |
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|
2024
Q1 | $3.63M | Hold |
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|
2023
Q4 | $3.46M | Sell |
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|
2023
Q3 | $3.11M | Sell |
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|
2023
Q2 | $3.31M | Sell |
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|
2023
Q1 | $3.66M | Sell |
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|
2022
Q4 | $6.74M | Buy |
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|
2022
Q3 | $6M | Sell |
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|
2022
Q2 | $6.2M | Sell |
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|
2022
Q1 | $9.18M | Buy |
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|
2021
Q4 | $8.23M | Sell |
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|
2021
Q3 | $8.19M | Sell |
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|
2021
Q2 | $9.46M | Buy |
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|
2021
Q1 | $8.85M | Sell |
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|
2020
Q4 | $7.89M | Sell |
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|
2020
Q3 | $6.07M | Sell |
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|
2020
Q2 | $6.33M | Buy |
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|
2020
Q1 | $756K | Buy |
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|
2019
Q4 | $280K | Buy |
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