Sovereign Financial 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
Q3 | $1.16M | Buy |
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|
2025
Q2 | $440K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $710K | Buy |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $488K | Buy |
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|
2021
Q4 | $470K | Buy |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $344K | Buy |
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|
2020
Q4 | $278K | Buy |
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