Lifeworks 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 | $1.1M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $4.06M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $872K | Sell |
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|
2024
Q1 | $955K | Buy |
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|
2023
Q4 | $829K | Sell |
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|
2023
Q3 | $883K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $629K | Sell |
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|
2022
Q1 | $803K | Sell |
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|
2021
Q4 | $2.56M | Buy |
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