Okabena Investment Services’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 | $612K | Sell |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q4 | $636K | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $48.6K | Hold |
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|
2023
Q2 | $51.5K | Hold |
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|
2023
Q1 | $49.1K | Hold |
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|
2022
Q4 | $47.9K | Hold |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $92K | Buy |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $61K | Hold |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $39K | Sell |
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|
2020
Q1 | $2.16M | Buy |
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