Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.72M | Sell |
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|
2021
Q4 | $4.08M | Sell |
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|
2021
Q3 | $4.2M | Sell |
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|
2021
Q2 | $4.66M | Sell |
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|
2021
Q1 | $4.5M | Sell |
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|
2020
Q4 | $4.22M | Sell |
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|
2020
Q3 | $3.33M | Buy |
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|
2020
Q2 | $3.19M | Sell |
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|
2020
Q1 | $2.57M | Sell |
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|
2019
Q4 | $4.59M | Sell |
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|
2019
Q3 | $4.75M | Sell |
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|
2019
Q2 | $5.08M | Sell |
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|
2019
Q1 | $5.15M | Buy |
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