Magnus Financial Group’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
Q2 | $417K | Buy |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $868K | Buy |
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|
2021
Q3 | $774K | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $883K | Sell |
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|
2020
Q4 | $3.59M | Buy |
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|
2020
Q3 | $1.56M | Buy |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $3.34M | Buy |
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|
2019
Q3 | $1.55M | Sell |
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|
2019
Q2 | $1.92M | Sell |
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|
2019
Q1 | $3.68M | Buy |
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|
2018
Q4 | $1.89M | Buy |
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