Regent Peak 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
Q3 | $1.9M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $4.08M | Sell |
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|
2023
Q4 | $3.93M | Sell |
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|
2023
Q3 | $3.48M | Sell |
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|
2023
Q2 | $3.74M | Sell |
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|
2023
Q1 | $3.83M | Sell |
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|
2022
Q4 | $3.93M | Buy |
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|
2022
Q3 | $3.68M | Sell |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $463K | Hold |
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|
2021
Q4 | $502K | Hold |
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|
2021
Q3 | $494K | Buy |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $277K | Hold |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $291K | Buy |
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