Prosperity Planning’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
Q3 | $381K | Hold |
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|
2025
Q2 | $340K | Hold |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $363K | Sell |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $357K | Hold |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $400K | Hold |
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|
2021
Q3 | $393K | Sell |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $438K | Buy |
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