Sage Financial Group’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 | $364K | Sell |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $509K | Hold |
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|
2024
Q2 | $467K | Hold |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $325K | Hold |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $313K | Buy |
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