Mayflower Financial 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 | $3.58M | Sell |
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|
2025
Q2 | $3.19M | Sell |
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|
2025
Q1 | $3M | Sell |
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|
2024
Q4 | $3.32M | Sell |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $3.11M | Sell |
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|
2024
Q1 | $3.4M | Buy |
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|
2023
Q4 | $3.23M | Sell |
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|
2023
Q3 | $2.93M | Sell |
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|
2023
Q2 | $3.15M | Sell |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.56M | Sell |
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|
2021
Q4 | $3.89M | Buy |
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|
2021
Q3 | $3.88M | Sell |
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|
2021
Q2 | $3.99M | Sell |
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|
2021
Q1 | $3.88M | Sell |
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|
2020
Q4 | $3.57M | Buy |
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