Palo Alto 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
Q3 | $518K | Buy |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $438K | Buy |
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|
2023
Q4 | $417K | Hold |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $413K | Buy |
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