Schrum Private Wealth Management’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 | $674K | Sell |
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|
2025
Q2 | $743K | Hold |
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|
2025
Q1 | $687K | Sell |
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|
2024
Q4 | $850K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $456K | Buy |
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