Sax Wealth 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 | $504K | Sell |
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|
2025
Q2 | $474K | Sell |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $542K | Buy |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.13M | Buy |
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