Seven Mile Advisory’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
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $798K | Hold |
|
|||||
|
2025
Q2 | $712K | Hold |
|
|||||
|
2025
Q1 | $658K | Hold |
|
|||||
|
2024
Q4 | $729K | Hold |
|
|||||
|
2024
Q3 | $729K | Hold |
|
|||||
|
2024
Q2 | $670K | Hold |
|
|||||
|
2024
Q1 | $694K | Hold |
|
|||||
|
2023
Q4 | $662K | Hold |
|
|||||
|
2023
Q3 | $583K | Hold |
|
|||||
|
2023
Q2 | $618K | Buy |
|