Ropes Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Ropes Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$630K	Sell
2023 Q2	$788K	Buy
2023 Q1	$667K	Sell
2022 Q4	$675K	Sell
2022 Q3	$683K	Sell
2022 Q2	$1.06M	Buy
2022 Q1	$1.26M	Sell
2021 Q4	$1.54M	Sell
2021 Q3	$1.51M	Sell
2021 Q2	$1.7M	Buy
2021 Q1	$1.6M	Sell
2020 Q4	$1.52M	Sell
2020 Q3	$1.21M	Sell
2020 Q2	$1.17M	Buy
2020 Q1	$710K	Sell
2019 Q4	$1.52M	Buy
2019 Q3	$1.32M	Sell
2019 Q2	$1.39M	Buy
2019 Q1	$1.35M	Sell
2018 Q4	$1.21M	Sell
2018 Q3	$1.53M	Sell
2018 Q2	$1.58M	Sell
2018 Q1	$1.49M	Sell
2017 Q4	$1.96M	Sell
2017 Q3	$1.92M	Sell
2017 Q2	$1.9M	Sell
2017 Q1	$1.92M	Buy
2016 Q4	$1.86M	Buy
2016 Q3	$1.67M	Buy
2016 Q2	$1.52M	Buy
2016 Q1	$1.45M	Buy
2015 Q4	$1.48M	Hold
2015 Q3	$1.43M	Sell
2015 Q2	$1.68M	Sell
2015 Q1	$1.67M	Buy