Pacific Financial Group’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 | $415K | Sell |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $509K | Sell |
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|
2021
Q2 | $573K | Sell |
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|
2021
Q1 | $622K | Sell |
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|
2020
Q4 | $621K | Buy |
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|
2020
Q3 | $438K | Buy |
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