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