Soltis Investment 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 | $1.38M | Buy |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $272K | Buy |
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