KFA Private Wealth Group’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 | $311K | Hold |
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|
2025
Q2 | $277K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.25M | Buy |
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|
2023
Q4 | $4.66M | Buy |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $3.48M | Sell |
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|
2022
Q4 | $3.4M | Sell |
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|
2022
Q3 | $3.67M | Sell |
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|
2022
Q2 | $3.88M | Sell |
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|
2022
Q1 | $5.13M | Sell |
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|
2021
Q4 | $6.2M | Buy |
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|
2021
Q3 | $5.37M | Buy |
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|
2021
Q2 | $5.61M | Buy |
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|
2021
Q1 | $5.24M | Buy |
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|
2020
Q4 | $4.18M | Buy |
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|
2020
Q3 | $220K | Buy |
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