Pure Financial 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 | $1.43M | Buy |
|
|||||
|
2025
Q2 | $1.25M | Buy |
|
|||||
|
2025
Q1 | $691K | Sell |
|
|||||
|
2024
Q4 | $821K | Buy |
|
|||||
|
2024
Q3 | $814K | Sell |
|
|||||
|
2024
Q2 | $792K | Buy |
|
|||||
|
2024
Q1 | $735K | Sell |
|
|||||
|
2023
Q4 | $729K | Sell |
|
|||||
|
2023
Q3 | $692K | Buy |
|
|||||
|
2023
Q2 | $706K | Buy |
|
|||||
|
2023
Q1 | $669K | Sell |
|
|||||
|
2022
Q4 | $733K | Sell |
|
|||||
|
2022
Q3 | $712K | Buy |
|
|||||
|
2022
Q2 | $566K | Buy |
|
|||||
|
2022
Q1 | $641K | Buy |
|
|||||
|
2021
Q4 | $221K | Buy |
|
|||||
|
2021
Q3 | $215K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $220K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $254K | Sell |
|
|||||
|
2019
Q3 | $248K | Hold |
|
|||||
|
2019
Q2 | $254K | Sell |
|
|||||
|
2019
Q1 | $253K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $267K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $416K | Sell |
|
|||||
|
2017
Q2 | $396K | Sell |
|
|||||
|
2017
Q1 | $390K | Sell |
|
|||||
|
2016
Q4 | $389K | Sell |
|
|||||
|
2016
Q3 | $380K | Sell |
|
|||||
|
2016
Q2 | $357K | Sell |
|
|||||
|
2016
Q1 | $352K | Sell |
|
|||||
|
2015
Q4 | $493K | Buy |
|
|||||
|
2015
Q3 | $447K | Buy |
|
|||||
|
2015
Q2 | $441K | Buy |
|
|||||
|
2015
Q1 | $432K | Sell |
|
|||||
|
2014
Q4 | $457K | Buy |
|
|||||
|
2014
Q3 | $372K | Sell |
|
|||||
|
2014
Q2 | $670K | Sell |
|
|||||
|
2014
Q1 | $673K | Sell |
|
|||||
|
2013
Q4 | $737K | Sell |
|
|||||
|
2013
Q3 | $737K | Sell |
|
|||||
|
2013
Q2 | $721K | Buy |
|