Stephens Consulting’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 | – | Sell |
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|
2025
Q2 | $72.3K | Sell |
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|
2025
Q1 | $105K | Hold |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $124K | Sell |
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|
2024
Q1 | $140K | Sell |
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|
2023
Q4 | $180K | Sell |
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|
2023
Q3 | $162K | Sell |
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|
2023
Q2 | $178K | Sell |
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|
2023
Q1 | $178K | Buy |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $111K | Sell |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $145K | Buy |
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