Octavia Wealth Advisors’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 | $414K | Sell |
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|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $494K | Hold |
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|
2024
Q3 | $494K | Hold |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $468K | Hold |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $477K | Buy |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $542K | Sell |
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|
2021
Q3 | $559K | Sell |
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|
2021
Q2 | $588K | Sell |
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|
2021
Q1 | $603K | Sell |
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|
2020
Q4 | $614K | Buy |
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