Retirement Planning Group (Kansas)’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 | $1.47M | Buy |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $626K | Buy |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $582K | Sell |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $813K | Buy |
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|
2021
Q4 | $881K | Sell |
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|
2021
Q3 | $928K | Buy |
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|
2021
Q2 | $964K | Buy |
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|
2021
Q1 | $886K | Buy |
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|
2020
Q4 | $771K | Sell |
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|
2020
Q3 | $620K | Sell |
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|
2020
Q2 | $677K | Sell |
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|
2020
Q1 | $591K | Sell |
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|
2019
Q4 | $864K | Sell |
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|
2019
Q3 | $792K | Sell |
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|
2019
Q2 | $975K | Sell |
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|
2019
Q1 | $983K | Sell |
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|
2018
Q4 | $884K | Sell |
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|
2018
Q3 | $1.18M | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.1M | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $1.27M | Sell |
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|
2015
Q4 | $1.29M | Buy |
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|
2015
Q3 | $1.21M | Buy |
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|
2015
Q2 | $1.34M | Buy |
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|
2015
Q1 | $1.33M | Sell |
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|
2014
Q4 | $1.39M | Sell |
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|
2014
Q3 | $1.31M | Sell |
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|
2014
Q2 | $1.44M | Sell |
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|
2014
Q1 | $1.53M | Sell |
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|
2013
Q4 | $1.56M | Sell |
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|
2013
Q3 | $1.7M | Buy |
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|
2013
Q2 | $1.49M | Buy |
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