Smith Salley 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 | $909K | Buy |
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|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $375K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $251K | Buy |
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