Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $2.38M | Buy |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $2.24M | Buy |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $4.24M | Sell |
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|
2021
Q4 | $4.65M | Sell |
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|
2021
Q3 | $4.93M | Buy |
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|
2021
Q2 | $5.11M | Buy |
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|
2021
Q1 | $3.84M | Buy |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $2.88M | Buy |
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|
2019
Q4 | $4.06M | Buy |
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|
2019
Q3 | $2.73M | Sell |
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|
2019
Q2 | $2.83M | Buy |
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|
2019
Q1 | $2.78M | Buy |
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|
2018
Q4 | $2.4M | Buy |
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|
2018
Q3 | $2.79M | Sell |
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|
2018
Q2 | $2.8M | Sell |
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|
2018
Q1 | $2.62M | Buy |
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|
2017
Q4 | $2.57M | Buy |
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|
2017
Q3 | $2.42M | Sell |
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|
2017
Q2 | $2.31M | Buy |
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|
2017
Q1 | $2.24M | Sell |
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|
2016
Q4 | $3.14M | Sell |
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|
2016
Q3 | $2.93M | Sell |
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|
2016
Q2 | $2.76M | Buy |
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|
2016
Q1 | $2.6M | Buy |
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|
2015
Q4 | $2.52M | Buy |
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|
2015
Q3 | $2.32M | Sell |
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|
2015
Q2 | $2.69M | Buy |
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|
2015
Q1 | $2.59M | Buy |
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|
2014
Q4 | $2.26M | Buy |
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|
2014
Q3 | $1.85M | Sell |
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|
2014
Q2 | $2.38M | Sell |
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|
2014
Q1 | $2.48M | Buy |
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|
2013
Q4 | $2.45M | Sell |
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|
2013
Q3 | $2.27M | Sell |
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|
2013
Q2 | $2.29M | Buy |
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