Perfromance Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $254K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $881K | Sell |
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|
2023
Q3 | $797K | Hold |
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|
2023
Q2 | $838K | Sell |
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|
2023
Q1 | $806K | Hold |
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|
2022
Q4 | $788K | Sell |
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|
2022
Q3 | $768K | Buy |
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|
2022
Q2 | $784K | Buy |
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|
2022
Q1 | $948K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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