Private Advisory Group’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 | $3.04M | Buy |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.69M | Buy |
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|
2023
Q1 | $367K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.71M | Buy |
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|
2019
Q3 | $4.98M | Buy |
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|
2019
Q2 | $4.75M | Buy |
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|
2019
Q1 | $3.29M | Hold |
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|
2018
Q4 | $3.29M | Sell |
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|
2018
Q3 | $4.61M | Buy |
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|
2018
Q2 | $2.94M | Buy |
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