Oak Harbor Wealth Partners’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 | $5.18M | Buy |
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|
2025
Q2 | $4.6M | Buy |
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|
2025
Q1 | $4.05M | Buy |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $4.06M | Buy |
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|
2024
Q2 | $3.53M | Sell |
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|
2024
Q1 | $3.7M | Sell |
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|
2023
Q4 | $3.57M | Buy |
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|
2023
Q3 | $2.83M | Buy |
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|
2023
Q2 | $2.78M | Buy |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $2.93M | Buy |
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|
2021
Q4 | $2.23M | Buy |
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