New England Capital 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 | $4.84K | Hold |
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|
2025
Q2 | $4.32K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $100K | Buy |
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|
2024
Q3 | $99.8K | Buy |
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|
2024
Q2 | $91.3K | Buy |
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|
2024
Q1 | $94.4K | Buy |
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|
2023
Q4 | $89.9K | Buy |
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|
2023
Q3 | $78.5K | Hold |
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|
2023
Q2 | $83.1K | Buy |
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|
2023
Q1 | $79K | Buy |
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|
2022
Q4 | $81.6K | Buy |
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