Morris Financial Concepts’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 | $1.28M | Buy |
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|
2025
Q1 | $823K | Sell |
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|
2024
Q4 | $918K | Sell |
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|
2024
Q3 | $918K | Sell |
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|
2024
Q2 | $902K | Sell |
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|
2024
Q1 | $959K | Sell |
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|
2023
Q4 | $954K | Buy |
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|
2023
Q3 | $788K | Sell |
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|
2023
Q2 | $839K | Buy |
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|
2023
Q1 | $796K | Sell |
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|
2022
Q4 | $804K | Sell |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $778K | Buy |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $751K | Buy |
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