Retirement Income Solutions’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 | $397K | Hold |
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|
2025
Q2 | $354K | Sell |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $419K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $341K | Sell |
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|
2019
Q4 | $1.2M | Hold |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.22M | Sell |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $936K | Sell |
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|
2018
Q1 | $875K | Buy |
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|
2017
Q4 | $872K | Buy |
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