SteelPeak Wealth’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 | $20.8M | Sell |
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|
2025
Q2 | $20.2M | Buy |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $12.8M | Sell |
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|
2024
Q2 | $14.9M | Buy |
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|
2024
Q1 | $13.9M | Buy |
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|
2023
Q4 | $12.8M | Sell |
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|
2023
Q3 | $12.6M | Buy |
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|
2023
Q2 | $10.3M | Sell |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $8.49M | Buy |
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|
2022
Q3 | $7.46M | Sell |
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|
2022
Q2 | $9.89M | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $8.63M | Sell |
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|
2021
Q3 | $9.05M | Buy |
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|
2021
Q2 | $8.31M | Sell |
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|
2021
Q1 | $8.47M | Buy |
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|
2020
Q4 | $7.33M | Sell |
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|
2020
Q3 | $6.61M | Buy |
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|
2020
Q2 | $6.28M | Buy |
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|
2020
Q1 | $4.81M | Sell |
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|
2019
Q4 | $7.54M | Buy |
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