RMR Wealth Builders’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
Q2 | $7.96M | Buy |
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|
2025
Q1 | $7.3M | Sell |
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|
2024
Q4 | $8.67M | Buy |
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|
2024
Q3 | $8.64M | Buy |
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|
2024
Q2 | $7.41M | Sell |
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|
2024
Q1 | $7.79M | Sell |
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|
2023
Q4 | $7.62M | Sell |
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|
2023
Q3 | $7.16M | Sell |
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|
2023
Q2 | $7.67M | Sell |
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|
2023
Q1 | $7.67M | Sell |
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|
2022
Q4 | $7.61M | Buy |
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|
2022
Q3 | $7.03M | Sell |
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|
2022
Q2 | $8.06M | Sell |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $11.1M | Sell |
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|
2021
Q3 | $19.5M | Buy |
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|
2021
Q2 | $17.3M | Sell |
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|
2021
Q1 | $21.5M | Buy |
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|
2020
Q4 | $7.95M | Sell |
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|
2020
Q3 | $15.2M | Buy |
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|
2020
Q2 | $1.62M | Buy |
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|
2019
Q4 | $1.83M | Buy |
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