Newton One Investments’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 | $79.3K | Buy |
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|
2025
Q2 | $70.6K | Hold |
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|
2025
Q1 | $65.2K | Sell |
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|
2024
Q4 | $92.8K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $87.5K | Hold |
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|
2024
Q1 | $90.6K | Buy |
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|
2023
Q4 | $86.3K | Buy |
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|
2023
Q3 | $75.4K | Hold |
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|
2023
Q2 | $79.9K | Buy |
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|
2023
Q1 | $75.9K | Buy |
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|
2022
Q4 | $73.9K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $94K | Buy |
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|
2021
Q3 | $92K | Hold |
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|
2021
Q2 | $97K | Buy |
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|
2021
Q1 | $93K | Hold |
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|
2020
Q4 | $82K | Buy |
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