TAGStone Capital’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 | $682K | Sell |
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|
2025
Q2 | $632K | Sell |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $638K | Hold |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $627K | Buy |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $528K | Hold |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $529K | Buy |
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|
2022
Q4 | $515K | Buy |
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|
2022
Q3 | $483K | Hold |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $648K | Buy |
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