Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $430K | Buy |
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|
2021
Q1 | $413K | Hold |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $812K | Buy |
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