Lake Street Private 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 | $369K | Buy |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $748K | Sell |
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|
2024
Q4 | $851K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $646K | Buy |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $299K | Buy |
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