LJI Wealth Management’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 | $26.6M | Sell |
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|
2025
Q2 | $24.1M | Buy |
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|
2025
Q1 | $20.7M | Buy |
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|
2024
Q4 | $21.2M | Sell |
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|
2024
Q3 | $22.5M | Buy |
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|
2024
Q2 | $19.8M | Buy |
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $14.6M | Sell |
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|
2023
Q3 | $12.9M | Buy |
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|
2023
Q2 | $13M | Sell |
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|
2023
Q1 | $12.4M | Buy |
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|
2022
Q4 | $11.5M | Buy |
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