Strategic Investment Advisors’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 | $128K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $557K | Sell |
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|
2021
Q2 | $627K | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $862K | Buy |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $937K | Sell |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | $920K | Buy |
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|
2018
Q4 | $615K | Buy |
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