Sightline Wealth Advisors’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 | $1.02M | Sell |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | $852K | Hold |
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|
2023
Q1 | $852K | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $906K | Buy |
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|
2021
Q4 | $875K | Buy |
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|
2021
Q3 | $805K | Sell |
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|
2021
Q2 | $913K | Buy |
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|
2021
Q1 | $859K | Buy |
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|
2020
Q4 | $729K | Buy |
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