Madison Wealth Partners’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 | $529K | Buy |
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|
2025
Q2 | $458K | Buy |
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|
2025
Q1 | $418K | Hold |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $504K | Hold |
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|
2023
Q4 | $481K | Sell |
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|
2023
Q3 | $443K | Hold |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $466K | Sell |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | $404K | Buy |
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