Kozak & Associates’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 | $87.3K | Buy |
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|
2025
Q2 | $66.2K | Buy |
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|
2025
Q1 | $55.1K | Sell |
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|
2024
Q4 | $83.2K | Buy |
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|
2024
Q3 | $66.6K | Buy |
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|
2024
Q2 | $59.1K | Buy |
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|
2024
Q1 | $60.7K | Buy |
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|
2023
Q4 | $55.5K | Buy |
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|
2023
Q3 | $50.2K | Hold |
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|
2023
Q2 | $54.4K | Hold |
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|
2023
Q1 | $51.7K | Hold |
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|
2022
Q4 | $51K | Hold |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $58K | Hold |
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|
2021
Q4 | $58K | Hold |
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|
2021
Q3 | $69K | Buy |
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