Narus Financial Partners’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 | $835K | Sell |
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|
2025
Q1 | $846K | Sell |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $853K | Buy |
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|
2024
Q1 | $879K | Hold |
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|
2023
Q4 | $839K | Buy |
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|
2023
Q3 | $732K | Buy |
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|
2023
Q2 | $764K | Hold |
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|
2023
Q1 | $728K | Hold |
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|
2022
Q4 | $712K | Sell |
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|
2022
Q3 | $745K | Hold |
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|
2022
Q2 | $765K | Sell |
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|
2022
Q1 | $990K | Buy |
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|
2021
Q1 | $684K | Buy |
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|
2019
Q4 | $261K | Hold |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $245K | Buy |
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|
2017
Q3 | $547K | Hold |
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|
2017
Q2 | $520K | Hold |
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|
2017
Q1 | $507K | Hold |
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|
2016
Q4 | $497K | Buy |
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