Planned Solutions’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 | $1.34M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.21M | Hold |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.12M | Hold |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q2 | $1.54M | Buy |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $882K | Buy |
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