Rockingstone 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 | $4.93M | Buy |
|
|||||
|
2025
Q2 | $4.01M | Sell |
|
|||||
|
2025
Q1 | $4.45M | Buy |
|
|||||
|
2024
Q4 | $4.83M | Buy |
|
|||||
|
2024
Q3 | $4.64M | Buy |
|
|||||
|
2024
Q2 | $4.22M | Buy |
|
|||||
|
2024
Q1 | $4.32M | Sell |
|
|||||
|
2023
Q4 | $4.15M | Buy |
|
|||||
|
2023
Q3 | $3.36M | Buy |
|
|||||
|
2023
Q2 | $3.35M | Sell |
|
|||||
|
2023
Q1 | $3.62M | Buy |
|
|||||
|
2022
Q4 | $3.33M | Buy |
|