Resurgent 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
Q2 | $1.33M | Buy |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $96.3K | Hold |
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|
2023
Q3 | $84.8K | Sell |
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|
2023
Q2 | $90.5K | Sell |
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|
2023
Q1 | $122K | Sell |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.41M | Sell |
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|
2022
Q1 | $3M | Sell |
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|
2021
Q4 | $4.76M | Buy |
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