Lowe Wealth 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 | $109K | Hold |
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|
2025
Q2 | $96.8K | Hold |
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|
2025
Q1 | $89.5K | Sell |
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|
2024
Q4 | $101K | Buy |
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|
2024
Q3 | $5.52K | Sell |
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|
2024
Q2 | $9.13K | Sell |
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|
2024
Q1 | $10.3K | Hold |
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|
2023
Q4 | $9.84K | Sell |
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|
2023
Q3 | $26.3K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $35.3K | Buy |
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|
2022
Q4 | $27.5K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $32K | Sell |
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|
2021
Q4 | $163K | Buy |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $29K | Sell |
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|
2020
Q2 | $30K | Sell |
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|
2020
Q1 | $656K | Buy |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $51K | Sell |
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|
2019
Q1 | $137K | Hold |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $151K | Hold |
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|
2018
Q2 | $147K | Buy |
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|
2018
Q1 | $131K | Hold |
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|
2017
Q4 | $132K | Hold |
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|
2017
Q3 | $128K | Sell |
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|
2017
Q2 | $125K | Buy |
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|
2017
Q1 | $118K | Buy |
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|
2016
Q4 | $98K | Buy |
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|
2016
Q3 | $76K | Sell |
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|
2016
Q2 | $1.67M | Sell |
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|
2016
Q1 | $1.61M | Sell |
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|
2015
Q4 | $1.69M | Buy |
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|
2015
Q3 | $1.54M | Sell |
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|
2015
Q2 | $1.78M | Buy |
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|
2015
Q1 | $1.73M | Buy |
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|
2014
Q4 | $1.51M | Buy |
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