One Charles Private Wealth 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
Q4 | $1.66M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $410K | Sell |
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|
2021
Q2 | $438K | Sell |
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|
2021
Q1 | $507K | Buy |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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