New England Professional Planning 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 | $934K | Sell |
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|
2025
Q2 | $840K | Buy |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $296K | Buy |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $268K | Buy |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $266K | Buy |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $233K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $570K | Buy |
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|
2015
Q1 | $460K | Hold |
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|
2014
Q4 | $446K | Buy |
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