KWB Wealth’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 | $271K | Hold |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $279K | Buy |
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