Schechter Investment 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
Q1 | $1.65M | Sell |
|
|||||
|
2024
Q4 | $1.86M | Buy |
|
|||||
|
2024
Q3 | $1.86M | Sell |
|
|||||
|
2024
Q2 | $1.8M | Sell |
|
|||||
|
2024
Q1 | $1.89M | Hold |
|
|||||
|
2023
Q4 | $1.8M | Buy |
|
|||||
|
2023
Q3 | $1.54M | Buy |
|
|||||
|
2023
Q2 | $1.56M | Hold |
|
|||||
|
2023
Q1 | $1.49M | Buy |
|
|||||
|
2022
Q4 | $1.45M | Sell |
|
|||||
|
2022
Q3 | $1.46M | Sell |
|
|||||
|
2022
Q2 | $1.59M | Buy |
|
|||||
|
2022
Q1 | $1.89M | Sell |
|
|||||
|
2021
Q4 | $2.52M | Buy |
|