SC&H Financial 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
Q2 | $1.03M | Sell |
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|
2025
Q1 | $952K | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $997K | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $881K | Buy |
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|
2023
Q2 | $932K | Buy |
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|
2023
Q1 | $852K | Sell |
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|
2022
Q4 | $842K | Buy |
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|
2022
Q3 | $790K | Buy |
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|
2022
Q2 | $809K | Sell |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.85M | Buy |
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