Live Oak Private Wealth’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 | $1.04M | Hold |
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|
2025
Q2 | $926K | Buy |
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|
2025
Q1 | $590K | Hold |
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|
2024
Q4 | $653K | Hold |
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|
2024
Q3 | $653K | Hold |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $633K | Hold |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $522K | Hold |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $657K | Sell |
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|
2021
Q4 | $976K | Sell |
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|
2021
Q3 | $967K | Buy |
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|
2021
Q2 | $431K | Hold |
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|
2021
Q1 | $415K | Sell |
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|
2020
Q4 | $525K | Buy |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $283K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $308K | Buy |
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