Sowell Financial Services’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 | $9.34M | Sell |
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2025
Q2 | $9.48M | Sell |
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|
2025
Q1 | $8.81M | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $8.57M | Buy |
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|
2024
Q2 | $7.01M | Sell |
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|
2024
Q1 | $7.37M | Sell |
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|
2023
Q4 | $7.25M | Sell |
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|
2023
Q3 | $6.88M | Buy |
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|
2023
Q2 | $7.08M | Buy |
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|
2023
Q1 | $5.08M | Buy |
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|
2022
Q4 | $4.91M | Sell |
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|
2022
Q3 | $4.98M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11.8M | Buy |
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|
2021
Q3 | $11.3M | Buy |
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|
2021
Q2 | $11.2M | Sell |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $11M | Buy |
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|
2020
Q3 | $8.18M | Sell |
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|
2020
Q2 | $8.2M | Buy |
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|
2020
Q1 | $2.45M | Sell |
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|
2019
Q4 | $13.9M | Buy |
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|
2019
Q3 | $8M | Buy |
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|
2019
Q1 | $7.65M | Buy |
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|
2018
Q4 | $3.54M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4.57M | Buy |
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|
2018
Q1 | $3.36M | Buy |
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|
2017
Q4 | $3.25M | Buy |
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|
2017
Q3 | $2.08M | Buy |
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|
2017
Q2 | $1.95M | Buy |
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|
2017
Q1 | $1.76M | Sell |
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|
2016
Q4 | $2.05M | Buy |
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