Sarah T. Connolly’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $395K | Hold |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $443K | Hold |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $537K | Sell |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $482K | Buy |
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