One 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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $301K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $214K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $219K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $2K | Sell |
|
|||||
|
2018
Q4 | $1.54M | Buy |
|
|||||
|
2018
Q3 | $2K | Hold |
|
|||||
|
2018
Q2 | $2K | Hold |
|
|||||
|
2018
Q1 | $2K | Hold |
|
|||||
|
2017
Q4 | $2K | Buy |
|