SFG 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
Q2 | $415K | Sell |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $495K | Buy |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $540K | Sell |
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|
2021
Q4 | $616K | Buy |
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