Surience Private 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 | $14.1M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.03M | Buy |
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|
2024
Q4 | $4.29M | Sell |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $5.3M | Sell |
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|
2024
Q1 | $9.7M | Buy |
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|
2023
Q4 | $5.95M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $7.74M | Buy |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $5.62M | Buy |
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|
2021
Q4 | $323K | Buy |
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