Plotkin Financial Advisors’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 | $449K | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $598K | Buy |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $624K | Hold |
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|
2022
Q4 | $610K | Hold |
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|
2022
Q3 | $577K | Sell |
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|
2022
Q2 | $593K | Sell |
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|
2022
Q1 | $769K | Sell |
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|
2021
Q4 | $903K | Sell |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $3.71M | Buy |
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|
2021
Q1 | $342K | Buy |
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