Mattern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Hold |
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|
2025
Q2 | $918K | Hold |
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|
2025
Q1 | $848K | Hold |
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|
2024
Q4 | $940K | Sell |
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|
2024
Q3 | $945K | Sell |
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|
2024
Q2 | $873K | Sell |
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|
2024
Q1 | $915K | Hold |
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|
2023
Q4 | $874K | Hold |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $824K | Buy |
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|
2022
Q4 | $787K | Buy |
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|
2022
Q3 | $737K | Sell |
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|
2022
Q2 | $759K | Hold |
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|
2022
Q1 | $920K | Hold |
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|
2021
Q4 | $997K | Sell |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $9.6M | Buy |
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|
2021
Q1 | $8.98M | Buy |
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|
2020
Q4 | $579K | Buy |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $397K | Sell |
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|
2019
Q4 | $1.52M | Buy |
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