LexAurum 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
Q3 | $498K | Hold |
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|
2025
Q2 | $444K | Hold |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $474K | Buy |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $534K | Sell |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $653K | Buy |
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|
2019
Q3 | $400K | Sell |
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|
2019
Q2 | $424K | Sell |
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|
2019
Q1 | $419K | Buy |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $216K | Buy |
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