Strategic Wealth Partners’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 | $10.6M | Buy |
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|
2025
Q2 | $7.84M | Buy |
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|
2024
Q4 | $8.29M | Sell |
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|
2024
Q3 | $13.7M | Buy |
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|
2024
Q2 | $12.4M | Buy |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $6.66M | Buy |
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|
2023
Q2 | $6.68M | Buy |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | $646K | Buy |
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|
2021
Q4 | $589K | Buy |
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|
2021
Q3 | $546K | Buy |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $283K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $39 | Buy |
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|
2019
Q2 | $20K | Sell |
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|
2019
Q1 | $24K | Sell |
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|
2018
Q4 | $149K | Sell |
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|
2018
Q3 | $3.58M | Buy |
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|
2018
Q2 | $87K | Sell |
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|
2018
Q1 | $125K | Sell |
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|
2017
Q4 | $1.67M | Buy |
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