Redmont Wealth 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
Q1 | $419K | Hold |
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|
2024
Q4 | $464K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $410K | Buy |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $619K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.72M | Sell |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $3.99M | Sell |
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|
2022
Q1 | $4.84M | Sell |
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|
2021
Q4 | $5.46M | Buy |
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