Pinnacle Wealth Planning Services’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 | $3.39M | Buy |
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|
2025
Q1 | $2.65M | Sell |
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|
2024
Q4 | $4.46M | Buy |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $3.48M | Buy |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $4.08M | Buy |
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|
2022
Q1 | $2.88M | Buy |
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|
2021
Q4 | $2.44M | Sell |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $705K | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $772K | Sell |
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|
2018
Q4 | $3.63M | Buy |
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|
2018
Q3 | $541K | Sell |
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|
2018
Q2 | $632K | Sell |
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|
2018
Q1 | $699K | Buy |
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