Strategic Financial Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $728K | Buy |
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|
2025
Q4 | – | Sell |
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|
2025
Q3 | $588K | Sell |
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|
2025
Q2 | $538K | Sell |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $783K | Buy |
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|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $43.9K | Buy |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $356K | Buy |
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