Nations Financial Group’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 | $522K | Sell |
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|
2025
Q2 | $665K | Sell |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $953K | Buy |
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|
2024
Q3 | $895K | Buy |
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|
2024
Q2 | $758K | Sell |
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|
2024
Q1 | $938K | Buy |
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|
2023
Q4 | $844K | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $883K | Buy |
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|
2022
Q3 | $678K | Buy |
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|
2022
Q2 | $634K | Sell |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $795K | Buy |
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|
2021
Q2 | $803K | Sell |
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|
2021
Q1 | $841K | Buy |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $351K | Sell |
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|
2020
Q2 | $342K | Buy |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $375K | Buy |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $319K | Buy |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q4 | $217K | Buy |
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|
2018
Q3 | $260K | Buy |
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