Latitude Advisors’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
Q2 | $374K | Hold |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $509K | Buy |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $937K | Buy |
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|
2021
Q4 | $883K | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $3.47M | Sell |
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|
2021
Q1 | $7.25M | Buy |
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|
2020
Q4 | $2.38M | Buy |
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