RF&L 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Buy |
|
|||||
|
2025
Q2 | $894K | Buy |
|
|||||
|
2025
Q1 | $820K | Sell |
|
|||||
|
2024
Q4 | $918K | Hold |
|
|||||
|
2024
Q3 | $918K | Sell |
|
|||||
|
2024
Q2 | $860K | Hold |
|
|||||
|
2024
Q1 | $891K | Sell |
|
|||||
|
2023
Q4 | $878K | Sell |
|
|||||
|
2023
Q3 | $779K | Sell |
|
|||||
|
2023
Q2 | $835K | Sell |
|
|||||
|
2023
Q1 | $801K | Sell |
|
|||||
|
2022
Q4 | $803K | Buy |
|