NewEdge Wealth’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 | $5.68M | Buy |
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|
2025
Q2 | $4.07M | Buy |
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|
2025
Q1 | $3.67M | Sell |
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|
2024
Q4 | $4.83M | Buy |
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|
2024
Q3 | $3.36M | Sell |
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|
2024
Q2 | $3.8M | Buy |
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|
2024
Q1 | $3.5M | Sell |
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|
2023
Q4 | $4.74M | Buy |
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|
2023
Q3 | $3.41M | Buy |
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|
2023
Q2 | $3.1M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $506K | Buy |
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