Mayfair Advisory 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
Q3 | $482K | Hold |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $442K | Hold |
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|
2024
Q3 | $439K | Hold |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $308K | Sell |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $271K | Hold |
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|
2020
Q4 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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