River Wealth 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 | $21M | Sell |
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|
2025
Q2 | $18.8M | Sell |
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|
2025
Q1 | $47.9M | Buy |
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|
2024
Q4 | $51.9M | Buy |
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|
2024
Q3 | $49.5M | Buy |
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|
2024
Q2 | $44.2M | Buy |
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|
2024
Q1 | $44M | Buy |
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|
2023
Q4 | $39.6M | Buy |
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|
2023
Q3 | $31.8M | Buy |
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|
2023
Q2 | $32.4M | Buy |
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|
2023
Q1 | $29.6M | Buy |
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|
2022
Q4 | $26.8M | Buy |
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|
2022
Q3 | $22.6M | Buy |
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|
2022
Q2 | $20.8M | Buy |
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|
2022
Q1 | $23.5M | Buy |
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|
2021
Q4 | $22.2M | Buy |
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|
2021
Q3 | $19.3M | Buy |
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|
2021
Q2 | $19.1M | Buy |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $15M | Buy |
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|
2020
Q3 | $10.8M | Buy |
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|
2020
Q2 | $9.6M | Buy |
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|
2020
Q1 | $6.65M | Buy |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $528K | Buy |
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|
2019
Q2 | $446K | Sell |
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|
2019
Q1 | $517K | Sell |
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|
2018
Q4 | $474K | Buy |
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|
2018
Q3 | $543K | Buy |
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|
2018
Q2 | $519K | Hold |
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|
2018
Q1 | $481K | Buy |
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|
2017
Q4 | $425K | Sell |
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|
2017
Q3 | $430K | Sell |
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|
2017
Q2 | $414K | Sell |
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|
2017
Q1 | $408K | Buy |
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|
2016
Q4 | $374K | Buy |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $218K | Buy |
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