Smallwood Wealth Investment 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 | $412K | Hold |
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|
2025
Q2 | $368K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $617K | Hold |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $623K | Sell |
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|
2023
Q3 | $554K | Buy |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $539K | Hold |
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|
2022
Q2 | $554K | Hold |
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|
2022
Q1 | $671K | Buy |
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|
2021
Q4 | $727K | Buy |
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