Koss-Olinger Consulting’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 | $237K | Sell |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $305K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $304K | Sell |
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|
2021
Q1 | $378K | Buy |
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