Morling 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 | $115K | Sell |
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|
2025
Q2 | $118K | Sell |
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|
2025
Q1 | $222K | Buy |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $70.2K | Hold |
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|
2024
Q2 | $64.5K | Buy |
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|
2024
Q1 | $57.8K | Hold |
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|
2023
Q4 | $55.2K | Hold |
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|
2023
Q3 | $48.6K | Hold |
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|
2023
Q2 | $51.5K | Hold |
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|
2023
Q1 | $49.1K | Hold |
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|
2022
Q4 | $47.9K | Hold |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $61K | Buy |
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