SkyOak Wealth’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 | $590K | Hold |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $524K | Hold |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $398K | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Hold |
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|
2021
Q1 | $203K | Sell |
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|
2020
Q4 | $372K | Sell |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $301K | Buy |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $611K | Buy |
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