Strategies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $860K | Buy |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $236K | Buy |
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