Retirement Group’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
Q1 | $910K | Sell |
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|
2023
Q4 | $911K | Buy |
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|
2023
Q3 | $802K | Sell |
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|
2023
Q2 | $858K | Hold |
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|
2023
Q1 | $817K | Sell |
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|
2022
Q4 | $802K | Buy |
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|
2022
Q3 | $163K | Sell |
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|
2022
Q2 | $826K | Buy |
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|
2022
Q1 | $963K | Sell |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $973K | Buy |
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|
2020
Q2 | $884K | Buy |
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|
2019
Q4 | $887K | Buy |
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