Monterey Private Wealth’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
Q1 | $610K | Sell |
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|
2024
Q4 | $830K | Buy |
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|
2024
Q3 | $800K | Buy |
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|
2024
Q2 | $733K | Sell |
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|
2024
Q1 | $760K | Buy |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $638K | Buy |
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|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $525K | Buy |
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