Mine & Arao Wealth Creation & 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
Q2 | $278K | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $404K | Buy |
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|
2021
Q1 | $389K | Hold |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $251K | Buy |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $346K | Buy |
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