Pacific Center for Financial 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
Q3 | $84.9K | Hold |
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|
2025
Q2 | $75.7K | Hold |
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|
2025
Q1 | $70K | Hold |
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|
2024
Q4 | $77.6K | Hold |
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|
2024
Q3 | $77.5K | Sell |
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|
2024
Q2 | $81.8K | Hold |
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|
2024
Q1 | $84.8K | Sell |
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|
2023
Q4 | $117K | Sell |
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|
2023
Q3 | $104K | Hold |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $105K | Buy |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $91K | Hold |
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|
2021
Q3 | $89K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $90K | Buy |
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|
2020
Q4 | $79K | Buy |
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|
2020
Q3 | $45K | Buy |
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|
2020
Q2 | $39K | Buy |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $38K | Hold |
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|
2018
Q4 | $33K | Buy |
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