PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $664K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $885K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $463K | Sell |
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|
2021
Q2 | $840K | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $815K | Hold |
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|
2020
Q2 | $779K | Buy |
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|
2020
Q1 | $527K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $108K | Hold |
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|
2018
Q4 | $95K | Buy |
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