Larson Financial 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 | $6.56M | Sell |
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|
2025
Q2 | $7.72M | Sell |
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|
2025
Q1 | $21.7M | Buy |
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|
2024
Q4 | $23M | Buy |
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|
2024
Q3 | $15.7M | Buy |
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|
2024
Q2 | $9.83M | Buy |
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|
2024
Q1 | $5.53M | Buy |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $648K | Buy |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $545K | Sell |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $714K | Buy |
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|
2022
Q1 | $839K | Sell |
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|
2021
Q4 | $925K | Sell |
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|
2021
Q3 | $912K | Buy |
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|
2021
Q2 | $919K | Buy |
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|
2021
Q1 | $834K | Buy |
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|
2020
Q4 | $599K | Sell |
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|
2020
Q3 | $472K | Sell |
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|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $115K | Buy |
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|
2019
Q4 | $66K | Sell |
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|
2019
Q3 | $65K | Buy |
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|
2019
Q2 | $59K | Sell |
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|
2019
Q1 | $63K | Buy |
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|
2018
Q4 | $55K | Buy |
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