Monograph Wealth 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
Q2 | $866K | Sell |
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|
2025
Q1 | $892K | Hold |
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|
2024
Q4 | $988K | Hold |
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|
2024
Q3 | $988K | Hold |
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|
2024
Q2 | $907K | Hold |
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|
2024
Q1 | $941K | Buy |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $383K | Buy |
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