Market Street Wealth Management 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 | $458K | Sell |
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|
2025
Q2 | $427K | Hold |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $416K | Hold |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $530K | Sell |
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|
2021
Q4 | $612K | Hold |
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|
2021
Q3 | $602K | Hold |
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|
2021
Q2 | $632K | Sell |
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|
2021
Q1 | $613K | Hold |
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|
2020
Q4 | $544K | Hold |
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|
2020
Q3 | $416K | Sell |
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|
2020
Q2 | $699K | Sell |
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|
2020
Q1 | $596K | Buy |
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|
2019
Q4 | $552K | Sell |
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|
2019
Q3 | $512K | Sell |
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|
2019
Q2 | $573K | Buy |
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|
2019
Q1 | $556K | Hold |
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|
2018
Q4 | $486K | Buy |
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