Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.55M | Sell |
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|
2022
Q4 | $5.46M | Buy |
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|
2022
Q3 | $5.66M | Sell |
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|
2022
Q2 | $5.54M | Buy |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $5.7M | Buy |
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|
2021
Q3 | $5.37M | Sell |
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|
2021
Q2 | $5.53M | Buy |
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|
2021
Q1 | $5.44M | Buy |
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|
2020
Q4 | $3.8M | Buy |
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|
2020
Q3 | $2.83M | Buy |
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|
2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $2.68M | Sell |
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|
2019
Q4 | $3.89M | Buy |
|