OneDigital Investment 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 | $4.88M | Buy |
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|
2025
Q2 | $4.09M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $4.02M | Sell |
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|
2024
Q3 | $4.42M | Buy |
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|
2024
Q2 | $3.5M | Buy |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $3.13M | Sell |
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|
2023
Q3 | $3.38M | Sell |
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|
2023
Q2 | $4.09M | Buy |
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|
2023
Q1 | $3.7M | Buy |
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|
2022
Q4 | $3.49M | Buy |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $3.12M | Buy |
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|
2021
Q2 | $2.53M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $915K | Sell |
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|
2020
Q2 | $887K | Sell |
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|
2020
Q1 | $762K | Buy |
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|
2019
Q4 | $737K | Sell |
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|
2019
Q3 | $704K | Buy |
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|
2019
Q2 | $541K | Buy |
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|
2019
Q1 | $337K | Buy |
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|
2018
Q4 | $88K | Sell |
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|
2018
Q3 | $283K | Buy |
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|
2018
Q2 | $275K | Buy |
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|
2018
Q1 | $254K | Buy |
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|
2017
Q4 | $255K | Buy |
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|
2017
Q3 | $95K | Sell |
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|
2017
Q2 | $250K | Buy |
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