Lutz Financial Services’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 | $882K | Hold |
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|
2025
Q2 | $787K | Hold |
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|
2025
Q1 | $728K | Sell |
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|
2024
Q4 | $824K | Buy |
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|
2024
Q3 | $798K | Hold |
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|
2024
Q2 | $733K | Hold |
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|
2024
Q1 | $760K | Hold |
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|
2023
Q4 | $725K | Sell |
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|
2023
Q3 | $653K | Sell |
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|
2023
Q2 | $692K | Hold |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $702K | Hold |
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|
2022
Q3 | $664K | Hold |
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|
2022
Q2 | $682K | Buy |
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