Rise 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
Q3 | $646K | Buy |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $409K | Buy |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $380K | Sell |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $339K | Buy |
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