PDS Planning’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 | $263K | Hold |
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|
2025
Q2 | $235K | Hold |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $240K | Hold |
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|
2024
Q2 | $221K | Buy |
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|
2024
Q1 | $110K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $124K | Sell |
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|
2021
Q3 | $157K | Hold |
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|
2021
Q2 | $164K | Buy |
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|
2021
Q1 | $158K | Sell |
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|
2020
Q4 | $151K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $215K | Buy |
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