Operose 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
Q2 | $3.59M | Buy |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $3.03M | Buy |
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|
2024
Q3 | $3.01M | Sell |
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|
2024
Q2 | $2.78M | Hold |
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|
2024
Q1 | $2.88M | Sell |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $2.44K | Sell |
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|
2023
Q1 | $151K | Sell |
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|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $309K | Buy |
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