Stone Summit 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 | $545K | Sell |
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|
2025
Q2 | $491K | Hold |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $508K | Hold |
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|
2024
Q3 | $508K | Hold |
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | $483K | Hold |
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|
2023
Q4 | $461K | Hold |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $401K | Hold |
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|
2022
Q3 | $379K | Hold |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $333K | Buy |
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