Providence Capital 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
Q3 | $33K | Sell |
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|
2025
Q2 | $44.8K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $82K | Sell |
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|
2024
Q2 | $162K | Sell |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $342K | Hold |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $605K | Buy |
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|
2021
Q4 | $112K | Sell |
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|
2021
Q3 | $167K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $11K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9K | Buy |
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