RWA Wealth Partners’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 | $1.65M | Buy |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $525K | Buy |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $522K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $288K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.08M | Sell |
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|
2019
Q3 | $2.77M | Buy |
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|
2019
Q2 | $235K | Buy |
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|
2019
Q1 | $214K | Sell |
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|
2018
Q4 | $234K | Sell |
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | $294K | Buy |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $310K | Sell |
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|
2017
Q3 | $335K | Buy |
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|
2017
Q2 | $297K | Sell |
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|
2017
Q1 | $528K | Buy |
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