Shelton 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 | $1.82M | Sell |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.58M | Hold |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $714K | Hold |
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|
2022
Q2 | $734K | Sell |
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|
2022
Q1 | $921K | Buy |
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|
2021
Q4 | $877K | Buy |
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