LifeSteps Financial’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 | $2.96M | Sell |
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|
2025
Q2 | $2.66M | Buy |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $2.86M | Sell |
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|
2023
Q4 | $2.95M | Sell |
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|
2023
Q3 | $2.66M | Sell |
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|
2023
Q2 | $2.83M | Sell |
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|
2023
Q1 | $2.82M | Sell |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $2.73M | Sell |
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|
2022
Q2 | $2.94M | Sell |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $4.12M | Sell |
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|
2021
Q3 | $4.07M | Hold |
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|
2021
Q2 | $4.26M | Buy |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q4 | $3.48M | Sell |
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|
2020
Q3 | $2.67M | Buy |
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|
2020
Q2 | $2.55M | Sell |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $3.12M | Buy |
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