My Legacy 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 | $1.79M | Buy |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $2.97M | Sell |
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|
2022
Q2 | $3.54M | Sell |
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|
2022
Q1 | $4.59M | Buy |
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