Prospera Financial 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 | $9.64M | Buy |
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|
2025
Q1 | $5.17M | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $8.69M | Buy |
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|
2024
Q2 | $5.15M | Sell |
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|
2024
Q1 | $8.11M | Buy |
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|
2023
Q4 | $7.67M | Sell |
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|
2023
Q3 | $8.06M | Buy |
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|
2023
Q2 | $7.23M | Buy |
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|
2023
Q1 | $6.87M | Buy |
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|
2022
Q4 | $4.77M | Buy |
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|
2022
Q3 | $4.4M | Sell |
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|
2022
Q2 | $5.41M | Sell |
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|
2022
Q1 | $6.71M | Sell |
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|
2021
Q4 | $9.84M | Sell |
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|
2021
Q3 | $11.1M | Sell |
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|
2021
Q2 | $13.1M | Buy |
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|
2021
Q1 | $6.24M | Buy |
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|
2020
Q4 | $3.83M | Buy |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $3.17M | Buy |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $1.71M | Buy |
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|
2019
Q3 | $1.28M | Buy |
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|
2019
Q2 | $772K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.13M | Sell |
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|
2018
Q3 | $3.1M | Buy |
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|
2018
Q2 | $1.29M | Sell |
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|
2018
Q1 | $1.3M | Buy |
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|
2017
Q4 | $938K | Sell |
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|
2017
Q3 | $1.1M | Sell |
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|
2017
Q2 | $2.87M | Buy |
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|
2017
Q1 | $606K | Buy |
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|
2016
Q4 | $503K | Buy |
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|
2016
Q3 | $428K | Buy |
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|
2016
Q2 | $384K | Buy |
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|
2016
Q1 | $257K | Sell |
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|
2015
Q4 | $276K | Buy |
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|
2015
Q3 | $222K | Sell |
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|
2015
Q2 | $405K | Sell |
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|
2015
Q1 | $517K | Buy |
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|
2014
Q4 | $396K | Sell |
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|
2014
Q3 | $1.85M | Sell |
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|
2014
Q2 | $3.15M | Sell |
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|
2014
Q1 | $5.68M | Buy |
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|
2013
Q4 | $1.29M | Sell |
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|
2013
Q3 | $4.43M | Buy |
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|
2013
Q2 | $2.03M | Buy |
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