Reston 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
2024 Q4	–	Sell	-157	Closed	-$34.7K	–	241
2024 Q3	$34.7K	Buy	+157	New	+$33.6K	0.01%	159
2022 Q4	–	Sell	-1,449	Closed	-$239K	–	49
2022 Q3	$239K	Sell	1,449 -111	-7%	-$20.2K	0.14%	43
2022 Q2	$264K	Buy	+1,560	New	+$288K	0.15%	46
2022 Q1	–	Sell	-1,477	Closed	-$329K	–	63
2021 Q4	$329K	Buy	1,477 +553	+60%	+$125K	0.16%	39
2021 Q3	$202K	Sell	924 -148	-14%	-$32.8K	0.11%	55
2021 Q2	$246K	Buy	1,072 +2	+0.2%	+$450	0.12%	46
2021 Q1	$236K	Buy	1,070 +22	+2%	+$4.8K	0.12%	46
2020 Q4	$206K	Buy	+1,048	New	+$183K	0.12%	47
2020 Q2	–	Sell	-2,941	Closed	-$337K	–	44
2020 Q1	$337K	Sell	2,941 -1,571	-35%	-$234K	0.27%	28
2019 Q4	$748K	Sell	4,512 -1,618	-26%	-$256K	0.6%	18
2019 Q3	$928K	Sell	6,130 -1,639	-21%	-$250K	0.83%	17
2019 Q2	$1.21M	Sell	7,769 -222	-3%	-$34.2K	0.95%	18
2019 Q1	$1.25M	Sell	7,991 -850	-10%	-$128K	1%	18
2018 Q4	$1.18M	Buy	+8,841	New	+$1.32M	1.13%	15