Sonata Capital Group’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 | $1.67M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $959K | Buy |
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|
2023
Q3 | $621K | Buy |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $236K | Buy |
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