Sound View Wealth Advisors 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 | $3.09M | Buy |
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|
2025
Q1 | $2.8M | Buy |
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|
2024
Q4 | $3.07M | Buy |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $959K | Buy |
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|
2020
Q4 | $827K | Sell |
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|
2020
Q3 | $636K | Buy |
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|
2020
Q2 | $561K | Buy |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $570K | Buy |
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|
2019
Q3 | $520K | Sell |
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|
2019
Q2 | $554K | Buy |
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