Northwest Wealth Management’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 | $956K | Hold |
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|
2025
Q2 | $852K | Hold |
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|
2025
Q1 | $788K | Sell |
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|
2024
Q4 | $877K | Hold |
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|
2024
Q3 | $877K | Sell |
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|
2024
Q2 | $822K | Sell |
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|
2024
Q1 | $853K | Hold |
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|
2023
Q4 | $814K | Sell |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $769K | Sell |
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|
2023
Q1 | $762K | Sell |
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|
2022
Q4 | $750K | Hold |
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|
2022
Q3 | $710K | Sell |
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|
2022
Q2 | $734K | Buy |
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|
2022
Q1 | $869K | Buy |
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|
2021
Q4 | $885K | Hold |
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|
2021
Q3 | $871K | Buy |
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|
2021
Q2 | $913K | Sell |
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|
2021
Q1 | $886K | Buy |
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|
2020
Q4 | $783K | Buy |
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|
2020
Q3 | $591K | Sell |
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|
2020
Q2 | $570K | Buy |
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|
2020
Q1 | $451K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $27K | Buy |
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|
2018
Q4 | $24K | Hold |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $29K | Hold |
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|
2018
Q1 | $27K | Buy |
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