Petix & Botte Financial’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
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $958K | Sell |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q3 | $760K | Sell |
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|
2022
Q2 | $783K | Sell |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $3M | Buy |
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|
2021
Q2 | $1.89M | Sell |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $2.06M | Sell |
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|
2020
Q3 | $1.98M | Sell |
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|
2020
Q2 | $2.59M | Buy |
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|
2020
Q1 | $2.09M | Sell |
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|
2019
Q4 | $3.56M | Buy |
|