Omega Financial Group’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 | $313K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $430K | Sell |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $433K | Hold |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $332K | Buy |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $247K | Buy |
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