Oakwell Private 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
Q2
$1.94M Buy
2025
Q1
$1.75M Sell
2024
Q4
$2.11M Sell
2024
Q3
$2.13M Sell
2024
Q2
$1.98M Hold
2024
Q1
$2.05M Hold
2023
Q4
$1.96M Hold
2023
Q3
$1.72M Hold
2023
Q2
$1.83M Hold
2023
Q1
$1.74M Hold
2022
Q4
$1.7M Hold
2022
Q3
$1.61M Sell
2022
Q2
$1.65M Sell
2022
Q1
$2.22M Sell
2021
Q4
$2.47M Buy
2021
Q3
$2.42M Sell
2021
Q2
$3.05M Buy
2021
Q1
$2.89M Buy
2020
Q4
$2.48M Buy